Filed February 8, 2012 (most recent of 2 filings on file)
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, LLC2 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $502,619 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $392,889 |
CLIFTONLARSONALLEN LLP5 years Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $21,751 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,206 | $136,310-44.1% | $98,462-22.6% | $103,657-26.5% |
| Participation rate | 95.3% | 89.2%+6.0pp | 75.2%+20.1pp | 73.4%+21.9pp |
| Annual return | 15.78% | 19.67%-3.9pp | 21.20%-5.4pp | 33.13%-17.3pp |
| Employer contribution / active EE | $2,468 | $4,714-47.6% | $3,049-19.1% | $3,216-23.3% |
| Participant deferral / active EE | $5,082 | $7,358-30.9% | $4,738+7.2% | $5,218-2.6% |
| Admin fee / account holder | $118 | $76+55.4% | $8,875-98.7% | $114+3.6% |