Filed June 18, 2009 (most recent of 3 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, LLC3+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,909 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $13,000 |
Filed as: TOWERS WATSON PA INC. Service code 16 · EIN 53-0181291 | Consulting | $6,582 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,236 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,727 | $69,305+286.3% | $82,312+225.3% | $69,634+284.5% |
| Participation rate | 97.8% | 80.3%+17.6pp | 76.9%+20.9pp | 70.7%+27.1pp |
| Annual return | 20.15% | 21.47%-1.3pp | 25.88%-5.7pp | 27572.26%-27552.1pp |
| Employer contribution / active EE | $3,306 | $1,887+75.2% | $2,428+36.1% | $2,032+62.7% |
| Participant deferral / active EE | $11,648 | $3,568+226.4% | $3,706+214.3% | $3,224+261.3% |
| Admin fee / account holder | $13 | $97-86.7% | $5,608-99.8% | $110-88.3% |