Filed November 20, 2003
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $145,269 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Account maintenan... | $23,857 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $17,925 |
Service code 16 · EIN 11-1900659 | Consulting | $7,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,448 | $65,125+49.6% | $143,797-32.2% | $66,949+45.6% |
| Participation rate | 96.6% | 65.2%+31.4pp | 80.3%+16.3pp | 69.8%+26.8pp |
| Annual return | -16.33% | -11.13%-5.2pp | -0.04%-16.3pp | 1.57%-17.9pp |
| Employer contribution / active EE | $6,825 | $2,362+188.9% | $4,952+37.8% | $2,545+168.1% |
| Participant deferral / active EE | $6,581 | $2,920+125.3% | $5,638+16.7% | $4,239+55.2% |
| Admin fee / account holder | $621 | $503+23.6% | $14,679-95.8% | $594+4.7% |