Filed October 18, 2004
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, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,292 |
HANCOCK & DANA PC3+ years Service code 10 · EIN 47-0710889 | Accounting | $12,400 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,720 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,985 | $71,666-23.3% | $117,854-53.3% | $69,631-21.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 19.29% | 18.86%+0.4pp | 335.08%-315.8pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $676 | $1,889-64.2% | $3,786-82.2% | $2,032-66.8% |
| Participant deferral / active EE | $3,338 | $3,3400% | $4,482-25.5% | $3,224+3.6% |
| Admin fee / account holder | $117 | $120-2.5% | $8,020-98.5% | $110+6.3% |