Filed July 26, 2006
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, INC. Service code 16 · EIN 51-0492818 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Consulting | $80,000 |
Service code 10 · EIN 11-2556624 25 SUFFOLK CT · HAUPPAUGE, NY 11788 | Accounting | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$131,642 |
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 | $252,496 | $101,523+148.7% | $141,200+78.8% | $77,775+224.7% |
| Participation rate | 88.6% | 77.4%+11.3pp | 82.5%+6.1pp | 73.2%+15.4pp |
| Annual return | 24.07% | 56.22%-32.2pp | 71.41%-47.3pp | 32.58%-8.5pp |
| Employer contribution / active EE | $7,751 | $3,341+132.0% | $4,736+63.6% | $2,504+209.6% |
| Participant deferral / active EE | $9,305 | $6,434+44.6% | $6,710+38.7% | $3,966+134.6% |
| Admin fee / account holder | $92 | $92+1.0% | $10,265-99.1% | $100-7.6% |