Filed February 24, 2006 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $115,510 |
SAGE ADVISORY SERVICES6 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $58,786 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,682 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH Service code 29 · EIN 36-2152202 | Legal | $7,854 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $232,901 | $104,544+122.8% | $96,564+141.2% | $80,187+190.4% |
| Participation rate | 98.4% | 86.4%+12.0pp | 76.0%+22.4pp | 72.9%+25.4pp |
| Annual return | 13.31% | 21.79%-8.5pp | 25.89%-12.6pp | 40.40%-27.1pp |
| Employer contribution / active EE | $7,069 | $3,527+100.4% | $2,967+138.3% | $2,980+137.2% |
| Participant deferral / active EE | $11,539 | $6,170+87.0% | $4,852+137.8% | $5,016+130.0% |
| Admin fee / account holder | $147 | $107+37.7% | $8,256-98.2% | $145+1.4% |