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 | $431,142 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $217,881 |
NAYYA HEALTH, INC2 years Service code 49 · EIN 35-2675756 | Other Services | $43,290 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGVIEW ADVISORY GROUP, LLC Service code 16 · EIN 33-0818667 | Consulting | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,372 | $118,464-33.8% | $96,564-18.8% | $103,657-24.4% |
| Participation rate | 97.5% | 89.0%+8.5pp | 76.0%+21.5pp | 73.4%+24.1pp |
| Annual return | 14.34% | 18.79%-4.4pp | 25.89%-11.5pp | 33.13%-18.8pp |
| Employer contribution / active EE | $3,153 | $4,210-25.1% | $2,967+6.3% | $3,216-1.9% |
| Participant deferral / active EE | $6,285 | $7,277-13.6% | $4,852+29.5% | $5,218+20.4% |
| Admin fee / account holder | $94 | $81+16.6% | $8,256-98.9% | $114-17.2% |