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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $420,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | $224,046 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $135,215 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $18,835 |
Form 5500 reported that benefits due were not provided when due.
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 | $229,403 | $87,621+161.8% | $86,460+165.3% | $77,906+194.5% |
| Participation rate | 96.4% | 85.8%+10.6pp | 80.3%+16.1pp | 73.7%+22.7pp |
| Annual return | -15.65% | -13.90%-1.7pp | 4399.82%-4415.5pp | 12.16%-27.8pp |
| Employer contribution / active EE | $3,919 | $3,474+12.8% | $3,771+3.9% | $2,846+37.7% |
| Participant deferral / active EE | $17,642 | $8,645+104.1% | $6,954+153.7% | $4,805+267.1% |
| Admin fee / account holder | $135 | $85+59.1% | $6,727-98.0% | $133+1.6% |