Filed March 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.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $495,420 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $206,165 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGVIEW ADVISORY GROUP, LLC Service code 16 · EIN 33-0818667 | Consulting | $80,000 |
NAYYA HEALTH, INC3 years Service code 49 · EIN 35-2675756 | Other Services | $42,240 |
Form 5500 reported that benefits due were not provided when due.
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 | $85,484 | $159,391-46.4% | $102,460-16.6% | $99,313-13.9% |
| Participation rate | 95.1% | 88.6%+6.5pp | 76.5%+18.6pp | 71.7%+23.4pp |
| Annual return | 14.17% | 19.03%-4.9pp | 29.47%-15.3pp | 17.67%-3.5pp |
| Employer contribution / active EE | $2,971 | $4,207-29.4% | $3,025-1.8% | $3,264-9.0% |
| Participant deferral / active EE | $5,963 | $7,498-20.5% | $5,056+17.9% | $5,346+11.5% |
| Admin fee / account holder | $106 | $159-33.5% | $9,460-98.9% | $109-3.1% |