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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $103,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,197 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $22,600 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 70 · EIN 33-0818667 | Consulting Fees | $11,131 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,064 | $87,125+111.3% | $108,421+69.8% | $86,828+112.0% |
| Participation rate | 96.9% | 80.5%+16.4pp | 80.1%+16.8pp | 72.3%+24.6pp |
| Annual return | 13.86% | 25.21%-11.4pp | 905.61%-891.8pp | 97.95%-84.1pp |
| Employer contribution / active EE | $2,834 | $2,477+14.4% | $3,560-20.4% | $2,406+17.8% |
| Participant deferral / active EE | $7,998 | $6,944+15.2% | $6,564+21.8% | $4,132+93.6% |
| Admin fee / account holder | $183 | $130+40.3% | $7,298-97.5% | $170+7.8% |