Filed October 26, 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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $397,971 |
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $72,413 |
WEYRICH, CRONIN & SORRA, LLC8 years Filed as: WEYRICH, CRONIN & SORRA LLC Service code 10 · EIN 81-4643077 | Accounting | $13,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,588 | $122,128-29.9% | $147,117-41.8% | $200,096-57.2% |
| Participation rate | 92.3% | 78.2%+14.1pp | 82.2%+10.1pp | 72.0%+20.3pp |
| Annual return | 14.18% | 30.58%-16.4pp | 420.54%-406.4pp | 34.26%-20.1pp |
| Employer contribution / active EE | $4,866 | $4,093+18.9% | $4,932-1.3% | $3,038+60.2% |
| Participant deferral / active EE | $6,465 | $8,484-23.8% | $8,065-19.8% | $5,090+27.0% |
| Admin fee / account holder | $67 | $180-62.6% | $12,993-99.5% | $269-75.0% |