Filed April 22, 2010
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $44,515 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $23,204 | $37,245-37.7% | $94,993-75.6% | $77,958-70.2% |
| Participation rate | 25.3% | 56.5%-31.2pp | 73.9%-48.6pp | 71.6%-46.3pp |
| Annual return | 16.31% | 22.72%-6.4pp | 27.14%-10.8pp | 20.87%-4.6pp |
| Employer contribution / active EE | $297 | $894-66.8% | $2,603-88.6% | $2,310-87.2% |
| Participant deferral / active EE | $435 | $1,828-76.2% | $3,317-86.9% | $3,537-87.7% |
| Admin fee / account holder | $107 | $59+81.2% | $4,960-97.8% | $97+10.0% |