Filed March 12, 2004 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $388,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | $121,364 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 70 · EIN 33-0818667 | Consulting Fees | $101,063 |
KING & SPALDING LLP5 years Service code 29 · EIN 58-0520153 | Legal | $42,983 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $35,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $248,308 | $102,389+142.5% | $100,540+147.0% | $90,274+175.1% |
| Participation rate | 95.3% | 84.0%+11.2pp | 79.4%+15.8pp | 73.4%+21.9pp |
| Annual return | 14.31% | 22.50%-8.2pp | 30.90%-16.6pp | 53.97%-39.7pp |
| Employer contribution / active EE | $3,418 | $3,056+11.8% | $3,4190% | $2,523+35.4% |
| Participant deferral / active EE | $13,807 | $7,514+83.7% | $6,272+120.1% | $4,231+226.4% |
| Admin fee / account holder | $105 | $83+25.9% | $8,082-98.7% | $114-8.1% |