Filed August 14, 2009 (most recent of 5 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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $43,000 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $41,159 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,320 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $264 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,082 | $89,123+162.7% | $102,460+128.5% | $77,762+201.0% |
| Participation rate | 93.6% | 80.9%+12.7pp | 76.5%+17.1pp | 70.6%+23.0pp |
| Annual return | 12.79% | 25.05%-12.3pp | 29.47%-16.7pp | 31.27%-18.5pp |
| Employer contribution / active EE | $3,842 | $2,700+42.3% | $3,025+27.0% | $2,728+40.8% |
| Participant deferral / active EE | $9,580 | $5,148+86.1% | $5,056+89.5% | $4,651+106.0% |
| Admin fee / account holder | $136 | $236-42.4% | $9,460-98.6% | $433-68.6% |