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) | $91,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,462 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $21,525 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 70 · EIN 33-0818667 | Consulting Fees | $11,437 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $164,027 | $78,781+108.2% | $100,540+63.1% | $73,415+123.4% |
| Participation rate | 99.6% | 80.0%+19.6pp | 79.4%+20.2pp | 72.2%+27.5pp |
| Annual return | 12.59% | 31.69%-19.1pp | 30.90%-18.3pp | 59.30%-46.7pp |
| Employer contribution / active EE | $3,055 | $2,420+26.2% | $3,419-10.7% | $2,234+36.8% |
| Participant deferral / active EE | $8,414 | $6,537+28.7% | $6,272+34.1% | $3,806+121.1% |
| Admin fee / account holder | $151 | $145+4.0% | $8,082-98.1% | $158-4.3% |