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 | $492,251 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,399 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
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 | $72,664 | $78,104-7.0% | $91,215-20.3% | $78,104-7.0% |
| Participation rate | 95.6% | 74.5%+21.1pp | 73.2%+22.4pp | 74.5%+21.1pp |
| Annual return | -16.75% | 10.90%-27.7pp | 114.15%-130.9pp | 10.90%-27.7pp |
| Employer contribution / active EE | $2,445 | $3,128-21.8% | $2,852-14.3% | $3,128-21.8% |
| Participant deferral / active EE | $8,700 | $5,089+71.0% | $4,234+105.5% | $5,089+71.0% |
| Admin fee / account holder | $66 | $79-15.9% | $5,424-98.8% | $79-15.9% |