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, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 926147227 | Advisory (Participants) | $20,640 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 1901 S MEYERS RD STE 455 · OAKBROOK TERRACE, IL 601815208 | Accounting | $17,808 |
Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,216 |
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 | $118,579 | $74,552+59.1% | $63,018+88.2% | $69,631+70.3% |
| Participation rate | 73.1% | 78.3%-5.2pp | 74.8%-1.7pp | 70.7%+2.4pp |
| Annual return | 12.80% | 15.77%-3.0pp | 87.62%-74.8pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $4,262 | $2,929+45.5% | $2,761+54.4% | $2,032+109.8% |
| Participant deferral / active EE | $4,016 | $2,974+35.0% | $3,330+20.6% | $3,224+24.6% |
| Admin fee / account holder | $44 | $59-25.6% | $3,601-98.8% | $110-60.0% |