Filed June 8, 2009 (most recent of 3 filings on file)
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 12 · EIN 13-3689044 | Participant loan processing; Float re... | $546,098 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $119,921 |
CARON & BLETZER, PLLC5 years Filed as: CARON & BLETZER, PPLC Service code 10 · EIN 04-3499945 | Accounting | $19,000 |
CORRIGAN FINANCIAL INC.2 years Service code 33 · EIN 06-1493717 | Securities brokerage commissions and ... | $5,365 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,830 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,926 | $59,312+75.2% | $149,740-30.6% | $103,657+0.3% |
| Participation rate | 97.0% | 70.3%+26.8pp | 78.8%+18.3pp | 73.4%+23.7pp |
| Annual return | 12.32% | 78.03%-65.7pp | 134.51%-122.2pp | 33.13%-20.8pp |
| Employer contribution / active EE | $3,079 | $2,187+40.8% | $4,821-36.1% | $3,216-4.2% |
| Participant deferral / active EE | $5,686 | $3,719+52.9% | $5,6830% | $5,218+9.0% |
| Admin fee / account holder | $68 | $103-33.4% | $13,222-99.5% | $114-40.1% |