Filed November 9, 2005
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 15 · EIN 84-0467907 | Recordkeeping | $978,699 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $183,996 |
WARNER NORCROSS & JUDD LLP5+ years Service code 29 900 FIFTH THIRD CENTER · GRAND RAPIDS, MI 495032487 | Legal | $69,975 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $14,100 |
GUIDESPARK2 years Filed as: GUIDESPARK INC Service code 99 1350 WILLOW ROAD #201 · MENLO PARK, CA 94025 | Other Fees | $6,105 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $133,559 | $100,179+33.3% | $84,029+58.9% | $89,609+49.0% |
| Participation rate | 84.5% | 54.1%+30.3pp | 69.0%+15.4pp | 69.6%+14.9pp |
| Annual return | 26.74% | 22.50%+4.2pp | 71.32%-44.6pp | 33.65%-6.9pp |
| Employer contribution / active EE | $3,531 | $816+332.5% | $1,984+78.0% | $2,584+36.6% |
| Participant deferral / active EE | $4,584 | $1,459+214.1% | $3,239+41.5% | $4,222+8.6% |
| Admin fee / account holder | $100 | $72+39.1% | $6,102-98.4% | $72+40.0% |