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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $208,741 |
Service code 37 · EIN 04-2647786 | Loan Processing | $123,727 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $56,250 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $38,595 |
Form 5500 reported that benefits due were not provided when due.
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 | $301,744 | $104,544+188.6% | $96,564+212.5% | $80,187+276.3% |
| Participation rate | 97.6% | 86.4%+11.2pp | 76.0%+21.6pp | 72.9%+24.6pp |
| Annual return | 22.23% | 21.79%+0.4pp | 25.89%-3.7pp | 40.40%-18.2pp |
| Employer contribution / active EE | $5,747 | $3,527+62.9% | $2,967+93.7% | $2,980+92.9% |
| Participant deferral / active EE | $18,225 | $6,170+195.4% | $4,852+275.6% | $5,016+263.3% |
| Admin fee / account holder | $70 | $107-34.7% | $8,256-99.2% | $145-51.9% |