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 | $410,655 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $318,309 |
Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $44,000 |
DUFFY KRUSPODIN LLP4 years Filed as: DUFFY KRUSPODIN, LLP Service code 10 · EIN 95-4244393 | Accounting | $27,083 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,555 | $106,087+24.0% | $86,717+51.7% | $78,104+68.4% |
| Participation rate | 96.5% | 89.6%+6.9pp | 76.6%+19.9pp | 74.5%+22.0pp |
| Annual return | -18.24% | -14.87%-3.4pp | 35.97%-54.2pp | 10.90%-29.1pp |
| Employer contribution / active EE | $4,627 | $4,110+12.6% | $2,837+63.1% | $3,128+47.9% |
| Participant deferral / active EE | $11,745 | $6,851+71.4% | $4,657+152.2% | $5,089+130.8% |
| Admin fee / account holder | $92 | $81+13.6% | $7,494-98.8% | $79+16.9% |