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) | $89,593 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,533 |
CROWE LLP6 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $29,987 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $20,794 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,836 | $69,511+160.2% | $94,677+91.0% | $71,535+152.8% |
| Participation rate | 96.4% | 78.4%+18.0pp | 80.8%+15.6pp | 67.9%+28.5pp |
| Annual return | 15.97% | 29.67%-13.7pp | 156.95%-141.0pp | 28.97%-13.0pp |
| Employer contribution / active EE | $3,030 | $2,853+6.2% | $3,673-17.5% | $2,590+17.0% |
| Participant deferral / active EE | $8,641 | $7,348+17.6% | $7,418+16.5% | $4,292+101.4% |
| Admin fee / account holder | $200 | $1,211-83.5% | $7,222-97.2% | $1,589-87.4% |