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, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $79,195 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $46,858 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $24,150 |
CHARLES SCHWAB & CO., INC.5 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,365 | $56,317+193.6% | $71,209+132.2% | $74,304+122.6% |
| Participation rate | 97.8% | 55.1%+42.7pp | 73.8%+24.0pp | 60.3%+37.4pp |
| Annual return | 16.56% | 42.83%-26.3pp | 282.51%-266.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $5,860 | $2,160+171.3% | $2,721+115.4% | $2,241+161.5% |
| Participant deferral / active EE | $11,286 | $2,788+304.8% | $4,175+170.3% | $3,767+199.6% |
| Admin fee / account holder | $677 | $2,290-70.4% | $5,349-87.4% | $2,969-77.2% |