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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,167 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: MJM401K, LLC Service code 17 · EIN 86-0882983 | Pension Consulting | $15,000 |
Service code 37 · EIN 04-2687786 | Loan Processing | -$80,914 |
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 | $170,800 | $88,730+92.5% | $82,312+107.5% | $77,958+119.1% |
| Participation rate | 96.9% | 84.5%+12.4pp | 76.9%+20.0pp | 71.6%+25.2pp |
| Annual return | 19.02% | 20.88%-1.9pp | 25.88%-6.9pp | 20.87%-1.8pp |
| Employer contribution / active EE | $3,780 | $2,758+37.0% | $2,428+55.6% | $2,310+63.6% |
| Participant deferral / active EE | $10,101 | $4,634+118.0% | $3,706+172.5% | $3,537+185.6% |
| Admin fee / account holder | $55 | $74-26.1% | $5,608-99.0% | $97-43.9% |