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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $421,529 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $244,714 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGVIEW ADVISORY GROUP, LLC Service code 16 · EIN 33-0818667 | Consulting | $80,000 |
NAYYA HEALTH, INC1 year Service code 49 · EIN 35-2675756 | Other Services | $36,600 |
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 | $70,829 | $106,087-33.2% | $86,717-18.3% | $78,104-9.3% |
| Participation rate | 97.4% | 89.6%+7.8pp | 76.6%+20.8pp | 74.5%+22.9pp |
| Annual return | -12.95% | -14.87%+1.9pp | 35.97%-48.9pp | 10.90%-23.9pp |
| Employer contribution / active EE | $2,813 | $4,110-31.6% | $2,837-0.8% | $3,128-10.1% |
| Participant deferral / active EE | $5,559 | $6,851-18.8% | $4,657+19.4% | $5,089+9.2% |
| Admin fee / account holder | $102 | $81+26.2% | $7,494-98.6% | $79+29.8% |