Filed June 24, 2003
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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $107,484 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $66,875 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $34,250 |
ROPES & GRAY LLP8 years Service code 29 · EIN 04-2233412 | Legal | $17,823 |
Filed as: FIDELITY INV INST OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $16,223 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $259,080 | $101,653+154.9% | $147,080+76.1% | $74,459+247.9% |
| Participation rate | 77.9% | 75.6%+2.3pp | 82.2%-4.3pp | 67.2%+10.7pp |
| Annual return | 12.25% | 8754.98%-8742.7pp | 420.17%-407.9pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $8,559 | $3,813+124.4% | $4,933+73.5% | $2,626+225.9% |
| Participant deferral / active EE | $6,165 | $7,304-15.6% | $8,066-23.6% | $4,350+41.7% |
| Admin fee / account holder | $270 | $1,752-84.6% | $12,989-97.9% | $1,945-86.1% |