Filed September 29, 1995
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $246,829 |
MOSS ADAMS LLP1 year Service code 16 · EIN 91-0189318 | Consulting | $20,000 |
KPMG LLP8 years Service code 16 · EIN 13-5565207 | Consulting | $15,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,920 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW Service code 26 · EIN 33-0818667 | Advisory (Participants) | $11,412 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,983 | $50,169-6.4% | $149,740-68.6% | $80,187-41.4% |
| Participation rate | 76.6% | 64.3%+12.3pp | 78.8%-2.2pp | 72.9%+3.7pp |
| Annual return | 16.95% | 29.82%-12.9pp | 134.51%-117.6pp | 40.40%-23.5pp |
| Employer contribution / active EE | $5,145 | $1,869+175.2% | $4,821+6.7% | $2,980+72.7% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $69 | $153-54.7% | $13,222-99.5% | $145-52.3% |