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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $105,569 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: MJM401K, LLC Service code 26 · EIN 86-0882983 | Advisory (Participants) | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$201,363 |
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 | $127,979 | $78,852+62.3% | $76,768+66.7% | $75,289+70.0% |
| Participation rate | 96.9% | 85.0%+12.0pp | 77.0%+20.0pp | 72.4%+24.5pp |
| Annual return | 31.25% | -1.29%+32.5pp | 2.43%+28.8pp | -0.04%+31.3pp |
| Employer contribution / active EE | $4,201 | $2,794+50.3% | $2,485+69.0% | $2,405+74.7% |
| Participant deferral / active EE | $10,117 | $4,800+110.8% | $3,852+162.7% | $3,739+170.6% |
| Admin fee / account holder | $20 | $79-75.0% | $6,676-99.7% | $102-80.7% |