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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,778 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP, INC. Service code 17 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Pension Consulting | $80,000 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 25 SUFFOLK CT · HAUPPAUGE, NY 11788 | Accounting | $15,000 |
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 | $289,755 | $127,481+127.3% | $149,751+93.5% | $90,274+221.0% |
| Participation rate | 90.1% | 78.2%+11.9pp | 82.5%+7.6pp | 73.4%+16.7pp |
| Annual return | 19.85% | 57.78%-37.9pp | 276.71%-256.9pp | 53.97%-34.1pp |
| Employer contribution / active EE | $8,094 | $3,448+134.8% | $4,646+74.2% | $2,523+220.7% |
| Participant deferral / active EE | $9,653 | $6,975+38.4% | $6,843+41.1% | $4,231+128.2% |
| Admin fee / account holder | $141 | $152-6.8% | $9,312-98.5% | $114+23.9% |