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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,487 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: MJM401K, LLC Service code 17 · EIN 86-0882983 | Pension Consulting | $32,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$122,443 |
Form 5500 reported that benefits due were not provided when due.
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 | $158,430 | $80,211+97.5% | $74,184+113.6% | $63,975+147.6% |
| Participation rate | 92.1% | 84.2%+7.9pp | 76.6%+15.5pp | 71.1%+21.0pp |
| Annual return | 8.08% | 14.13%-6.0pp | 17.74%-9.7pp | 48.65%-40.6pp |
| Employer contribution / active EE | $3,570 | $2,553+39.8% | $2,370+50.6% | $2,182+63.6% |
| Participant deferral / active EE | $9,759 | $4,370+123.3% | $3,550+174.9% | $3,356+190.8% |
| Admin fee / account holder | $55 | $67-17.5% | $5,586-99.0% | $70-21.3% |