Filed October 18, 2004 (most recent of 2 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $276,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $187,076 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $85,303 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $43,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,026 | $159,391+99.5% | $102,460+210.4% | $99,313+220.2% |
| Participation rate | 65.5% | 88.6%-23.1pp | 76.5%-11.0pp | 71.7%-6.2pp |
| Annual return | 16.68% | 19.03%-2.3pp | 29.47%-12.8pp | 17.67%-1.0pp |
| Employer contribution / active EE | $3,582 | $4,207-14.9% | $3,025+18.4% | $3,264+9.7% |
| Participant deferral / active EE | $11,559 | $7,498+54.2% | $5,056+128.6% | $5,346+116.2% |
| Admin fee / account holder | $89 | $159-44.2% | $9,460-99.1% | $109-18.7% |