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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $408,680 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $298,282 |
DUFFY KRUSPODIN LLP3 years Filed as: DUFFY KRUSPODIN, LLP Service code 10 · EIN 95-4244393 | Accounting | $22,890 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: MJM401K, LLC Service code 29 · EIN 86-0882983 | Legal | $22,000 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW Service code 29 · EIN 33-0818667 | Legal | $22,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,365 | $134,619+39.2% | $111,319+68.3% | $101,555+84.5% |
| Participation rate | 97.0% | 89.0%+8.0pp | 77.3%+19.7pp | 74.5%+22.5pp |
| Annual return | 15.80% | 17.96%-2.2pp | 54.68%-38.9pp | 21.00%-5.2pp |
| Employer contribution / active EE | $5,041 | $3,829+31.6% | $2,732+84.5% | $2,972+69.6% |
| Participant deferral / active EE | $12,350 | $6,572+87.9% | $4,488+175.2% | $4,874+153.4% |
| Admin fee / account holder | $110 | $86+27.7% | $7,966-98.6% | $139-21.0% |