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) | $94,926 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,754 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $14,835 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $11,300 |
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 | $156,896 | $64,612+142.8% | $86,460+81.5% | $64,829+142.0% |
| Participation rate | 96.2% | 81.5%+14.7pp | 80.3%+15.8pp | 71.5%+24.7pp |
| Annual return | -14.62% | 0.66%-15.3pp | 4399.82%-4414.4pp | 32.85%-47.5pp |
| Employer contribution / active EE | $2,955 | $2,744+7.7% | $3,771-21.6% | $2,507+17.9% |
| Participant deferral / active EE | $8,442 | $7,497+12.6% | $6,954+21.4% | $4,312+95.8% |
| Admin fee / account holder | $175 | $169+3.3% | $6,727-97.4% | $188-7.1% |