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 | $140,445 |
SAGE ADVISORY SERVICES7 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $68,051 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,072 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH Service code 29 · EIN 36-2152202 | Legal | $14,177 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,004 | $110,258+148.5% | $102,460+167.4% | $200,096+36.9% |
| Participation rate | 97.5% | 86.3%+11.2pp | 76.5%+21.0pp | 72.0%+25.5pp |
| Annual return | 18.00% | 35.78%-17.8pp | 29.47%-11.5pp | 34.26%-16.3pp |
| Employer contribution / active EE | $13,415 | $3,605+272.1% | $3,025+343.4% | $3,038+341.6% |
| Participant deferral / active EE | $14,116 | $6,377+121.4% | $5,056+179.2% | $5,090+177.3% |
| Admin fee / account holder | $178 | $122+46.0% | $9,460-98.1% | $269-33.7% |