Filed January 22, 1996
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 13 · EIN 42-0127290 | Contract Administrator | $56,623 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,980 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,021 | $213,957+24.3% | $149,745+77.6% | - |
| Participation rate | 91.9% | 79.5%+12.4pp | 82.5%+9.4pp | - |
| Annual return | 17.78% | 9.83%+8.0pp | 276.72%-258.9pp | - |
| Employer contribution / active EE | $1,360 | $3,868-64.8% | $4,646-70.7% | - |
| Participant deferral / active EE | $6,544 | $6,177+5.9% | $6,843-4.4% | - |
| Admin fee / account holder | $460 | $24,510-98.1% | $9,312-95.1% | - |