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 |
|---|---|---|
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 1901 S MEYERS RD STE 455 · OAKBROOK, IL 601815208 | Accounting | $17,000 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 926147227 | Advisory (Participants) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,180 | $68,408+61.1% | $57,196+92.6% | $57,658+91.1% |
| Participation rate | 66.2% | 79.1%-13.0pp | 75.3%-9.2pp | 70.2%-4.1pp |
| Annual return | 9.25% | 8.51%+0.7pp | 14.59%-5.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $3,672 | $2,869+28.0% | $2,683+36.9% | $1,974+86.0% |
| Participant deferral / active EE | $3,613 | $2,903+24.5% | $3,096+16.7% | $3,061+18.1% |
| Admin fee / account holder | $28 | $70-60.1% | $3,141-99.1% | $95-70.6% |