Filed May 21, 2002 (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.
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 49 · EIN 33-0818667 | Other Services | $13,637 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,568 |
CREDIT UNION WEST1 year Service code 14 · EIN 86-0108241 | Plan Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,556 | $74,089-39.9% | $133,975-66.7% | $55,167-19.2% |
| Participation rate | 98.8% | 84.3%+14.6pp | 87.1%+11.8pp | 69.0%+29.8pp |
| Annual return | 5.90% | 12.11%-6.2pp | 29.29%-23.4pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,529 | $3,064-17.4% | $5,211-51.5% | $1,963+28.9% |
| Participant deferral / active EE | $4,190 | $4,678-10.4% | $6,282-33.3% | $3,054+37.2% |
| Admin fee / account holder | $23 | $458-95.0% | $9,324-99.8% | $504-95.5% |