Filed September 23, 2009 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,760 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$111,411 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $147,724 | $71,957+105.3% | $67,652+118.4% | $59,188+149.6% |
| Participation rate | 96.3% | 82.7%+13.7pp | 75.7%+20.7pp | 69.4%+26.9pp |
| Annual return | 0.85% | 8.53%-7.7pp | 6625.40%-6624.5pp | 5.51%-4.7pp |
| Employer contribution / active EE | $3,621 | $2,432+48.9% | $2,266+59.8% | $2,098+72.6% |
| Participant deferral / active EE | $10,056 | $4,211+138.8% | $3,560+182.5% | $3,265+208.0% |
| Admin fee / account holder | $54 | $64-15.8% | $4,821-98.9% | $92-41.4% |