Filed January 6, 2005
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, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $122,183 |
JGD & ASSOCIATES LLP1+ years Filed as: JGD & ASSOCIATES Service code 10 · EIN 95-3132551 | Accounting | $30,035 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $26,460 |
KRATOS DEFENSE & SECURITY1+ years Service code 10 · EIN 52-0616490 | Accounting | $18,515 |
DLA PIPER1+ years Filed as: DLA PIPER LLP Service code 50 · EIN 52-0616490 | Direct Payment | $5,354 |
JGD & ASSOCIATES LLP1+ years Filed as: JDG & ASSOCIATES Service code 10 · EIN 95-3132551 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,321 | $86,791-16.7% | $115,038-37.1% | $59,188+22.2% |
| Participation rate | 66.9% | 72.8%-6.0pp | 81.4%-14.5pp | 69.4%-2.5pp |
| Annual return | 0.52% | 4.44%-3.9pp | 26.14%-25.6pp | 5.51%-5.0pp |
| Employer contribution / active EE | $2,434 | $2,950-17.5% | $4,608-47.2% | $2,098+16.0% |
| Participant deferral / active EE | $4,982 | $5,298-6.0% | $6,026-17.3% | $3,265+52.6% |
| Admin fee / account holder | $31 | $95-67.3% | $8,175-99.6% | $92-66.4% |