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 | $379,292 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $99,445 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW 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 | $94,824 | $103,657-8.5% | $95,763-1.0% | $103,657-8.5% |
| Participation rate | 95.8% | 73.4%+22.4pp | 72.3%+23.5pp | 73.4%+22.4pp |
| Annual return | 20.80% | 33.13%-12.3pp | 28.43%-7.6pp | 33.13%-12.3pp |
| Employer contribution / active EE | $2,699 | $3,216-16.1% | $2,836-4.8% | $3,216-16.1% |
| Participant deferral / active EE | $9,910 | $5,218+89.9% | $4,244+133.5% | $5,218+89.9% |
| Admin fee / account holder | $58 | $114-49.1% | $5,669-99.0% | $114-49.1% |