Filed September 23, 1996 (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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $77,572 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $8,600 |
SENSIBA SAN FILIPPO LLP1+ years Filed as: SENSIBA SAN FILIPPO Service code 10 · EIN 94-2370906 | Accounting | $7,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $182,264 | $68,092+167.7% | $73,309+148.6% | $59,188+207.9% |
| Participation rate | 98.2% | 78.1%+20.2pp | 74.9%+23.3pp | 69.4%+28.8pp |
| Annual return | 0.13% | 5.93%-5.8pp | 5.67%-5.5pp | 5.51%-5.4pp |
| Employer contribution / active EE | $12,491 | $2,018+519.0% | $3,237+285.9% | $2,098+495.4% |
| Participant deferral / active EE | $12,063 | $5,041+139.3% | $4,991+141.7% | $3,265+269.5% |
| Admin fee / account holder | $58 | $630-90.9% | $5,635-99.0% | $92-37.6% |