Filed October 1, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $29,850 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $18,712 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,649 | $113,568+26.5% | $67,560+112.6% | $200,096-28.2% |
| Participation rate | 46.5% | 73.3%-26.8pp | 72.9%-26.4pp | 72.0%-25.5pp |
| Annual return | 11.77% | 15.88%-4.1pp | 3533.50%-3521.7pp | 34.26%-22.5pp |
| Employer contribution / active EE | $3,504 | $3,409+2.8% | $2,737+28.0% | $3,038+15.4% |
| Participant deferral / active EE | $3,810 | $4,163-8.5% | $4,004-4.8% | $5,090-25.1% |
| Admin fee / account holder | $77 | $102-24.7% | $3,994-98.1% | $269-71.4% |