Filed May 10, 2008
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, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $51,801 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Di... | $49,086 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,821 | $60,504+126.1% | $81,882+67.1% | $74,478+83.7% |
| Participation rate | 96.4% | 62.9%+33.5pp | 72.4%+24.0pp | 67.2%+29.2pp |
| Annual return | 18.72% | 16.91%+1.8pp | 779.47%-760.8pp | 1370.56%-1351.8pp |
| Employer contribution / active EE | $4,919 | $2,627+87.3% | $2,916+68.7% | $2,626+87.3% |
| Participant deferral / active EE | $9,251 | $3,400+172.1% | $4,323+114.0% | $4,350+112.6% |
| Admin fee / account holder | $444 | $1,492-70.2% | $7,360-94.0% | $1,946-77.2% |