Filed October 15, 2008
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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $305,637 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $54,000 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $32,025 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,057 | $120,321+22.2% | $147,1170% | $99,313+48.1% |
| Participation rate | 99.1% | 73.4%+25.7pp | 82.2%+16.9pp | 71.7%+27.4pp |
| Annual return | 17.24% | 28.95%-11.7pp | 420.54%-403.3pp | 17.67%-0.4pp |
| Employer contribution / active EE | $3,943 | $4,158-5.2% | $4,932-20.1% | $3,264+20.8% |
| Participant deferral / active EE | $13,682 | $8,044+70.1% | $8,065+69.7% | $5,346+155.9% |
| Admin fee / account holder | $52 | $150-65.6% | $12,993-99.6% | $109-52.7% |