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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $364,118 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $168,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,742 |
CROWE LLP6 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $49,985 |
KING & SPALDING LLP8 years Service code 29 · EIN 58-0520153 | Legal | $21,322 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,721 | $103,918+149.9% | $94,677+174.3% | $80,187+223.9% |
| Participation rate | 95.1% | 85.8%+9.3pp | 80.8%+14.3pp | 72.9%+22.2pp |
| Annual return | 16.77% | 27.77%-11.0pp | 156.95%-140.2pp | 40.40%-23.6pp |
| Employer contribution / active EE | $1 | $3,539-100.0% | $3,673-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $15,124 | $9,528+58.7% | $7,418+103.9% | $5,016+201.5% |
| Admin fee / account holder | $126 | $96+31.2% | $7,222-98.2% | $145-12.8% |