Filed December 23, 1998
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $15,621 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $14,000 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $33,538 | $74,347-54.9% | $93,621-64.2% | $67,582-50.4% |
| Participation rate | 64.3% | 80.6%-16.3pp | 75.8%-11.6pp | 71.3%-7.0pp |
| Annual return | 13.83% | 28.07%-14.2pp | 32.76%-18.9pp | 378.57%-364.7pp |
| Employer contribution / active EE | $396 | $2,583-84.7% | $2,719-85.4% | $2,148-81.6% |
| Participant deferral / active EE | $885 | $4,060-78.2% | $4,070-78.3% | $3,539-75.0% |
| Admin fee / account holder | $36 | $123-70.4% | $7,890-99.5% | $142-74.5% |