Filed October 23, 2019 (most recent of 11 filings on file)
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, LLC2+ years Service code 27 8816 SIX FORKS ROAD, SUITE 301 · RALEIGH, NC 27615 | Advisory (Plan) | $50,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $15,720 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,019 | $43,423+480.4% | $78,676+220.3% | $55,167+356.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 7.82% | 11.53%-3.7pp | 62.19%-54.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $16,548 | $1,997+728.8% | $2,850+480.6% | $1,963+743.2% |
| Participant deferral / active EE | $10,523 | $2,509+319.5% | $3,517+199.2% | $3,054+244.6% |
| Admin fee / account holder | $195 | $416-53.3% | $4,510-95.7% | $504-61.4% |