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 |
|---|---|---|
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON PA INC. Service code 11 · EIN 53-0181291 | Actuarial | $14,725 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036225 | Accounting | $13,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,191 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,786 | $79,519+337.4% | $95,952+262.5% | $73,409+373.8% |
| Participation rate | 97.4% | 81.2%+16.2pp | 77.1%+20.3pp | 72.2%+25.2pp |
| Annual return | 19.08% | 19.20%-0.1pp | 91.61%-72.5pp | 59.29%-40.2pp |
| Employer contribution / active EE | $3,754 | $2,048+83.3% | $2,541+47.7% | $2,234+68.1% |
| Participant deferral / active EE | $12,896 | $4,138+211.6% | $4,167+209.5% | $3,805+238.9% |
| Admin fee / account holder | $68 | $184-63.0% | $6,795-99.0% | $158-56.8% |