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 | $823,108 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $183,994 |
WARNER NORCROSS & JUDD LLP6+ years Service code 29 900 FIFTH THIRD CENTER · GRAND RAPIDS, MI 495032487 | Legal | $64,640 |
GUIDESPARK3 years Filed as: GUIDESPARK INC Service code 50 1350 WILLOW ROAD #201 · MENLO PARK, CA 94025 | Direct Payment | $6,105 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,025 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $127,057 | $48,464+162.2% | $90,951+39.7% | $106,222+19.6% |
| Participation rate | 95.2% | 53.1%+42.1pp | 69.0%+26.2pp | 70.8%+24.4pp |
| Annual return | 16.58% | 16.72%-0.1pp | 134.60%-118.0pp | 21.69%-5.1pp |
| Employer contribution / active EE | $4,103 | $939+336.7% | $2,122+93.3% | $2,723+50.6% |
| Participant deferral / active EE | $5,117 | $1,510+239.0% | $3,373+51.7% | $4,600+11.2% |
| Admin fee / account holder | $97 | $58+67.2% | $5,959-98.4% | $78+23.6% |