Filed June 16, 2009 (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.
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORS Service code 27 · EIN 33-0818667 | Advisory (Plan) | $63,372 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $38,446 |
KSJP2+ years Service code 29 · EIN 92-3322166 | Legal | $17,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,325 | $63,905+77.3% | $74,183+52.8% | $57,658+96.5% |
| Participation rate | 99.4% | 79.8%+19.7pp | 76.6%+22.8pp | 70.2%+29.2pp |
| Annual return | 5.67% | 60.60%-54.9pp | 17.74%-12.1pp | 5.13%+0.5pp |
| Employer contribution / active EE | $9,371 | $1,840+409.2% | $2,370+295.4% | $1,974+374.8% |
| Participant deferral / active EE | $8,383 | $3,448+143.1% | $3,550+136.2% | $3,061+173.9% |
| Admin fee / account holder | $139 | $91+53.1% | $5,586-97.5% | $95+47.5% |