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.
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $42,500 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $21,400 |
Filed as: FIDELITY INV. INS. OPS. CO., INC Service code 10 · EIN 04-2647786 | Accounting | $19,413 |
ROPES & GRAY LLP1 year Service code 29 · EIN 04-2233412 | Legal | $5,683 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $187,872 | $155,795+20.6% | $136,297+37.8% | $69,631+169.8% |
| Participation rate | 79.3% | 75.2%+4.0pp | 81.9%-2.6pp | 70.7%+8.6pp |
| Annual return | 14.18% | 232464.33%-232450.2pp | 5156.19%-5142.0pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $7,148 | $2,991+139.0% | $4,696+52.2% | $2,032+251.7% |
| Participant deferral / active EE | $4,188 | $5,394-22.4% | $6,247-33.0% | $3,224+29.9% |
| Admin fee / account holder | $95 | $128-25.9% | $9,244-99.0% | $110-14.0% |