Filed October 23, 2008
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 | $322,111 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $30,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,694 |
Service code 16 · EIN 33-0818667 | Consulting | $15,000 |
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 | $89,471 | $101,555-11.9% | $109,923-18.6% | $101,555-11.9% |
| Participation rate | 95.0% | 74.5%+20.5pp | 74.2%+20.8pp | 74.5%+20.5pp |
| Annual return | 17.45% | 21.00%-3.6pp | 29.46%-12.0pp | 21.00%-3.6pp |
| Employer contribution / active EE | $1,565 | $2,972-47.4% | $2,844-45.0% | $2,972-47.4% |
| Participant deferral / active EE | $8,180 | $4,874+67.8% | $4,048+102.1% | $4,874+67.8% |
| Admin fee / account holder | $46 | $139-67.1% | $6,070-99.2% | $139-67.1% |