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 SERVICES5 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $54,000 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,543 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$89,808 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,463 | $89,123+476.1% | $102,460+401.1% | $77,762+560.3% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 19.74% | 25.05%-5.3pp | 29.47%-9.7pp | 31.27%-11.5pp |
| Employer contribution / active EE | $6,369 | $2,700+135.9% | $3,025+110.5% | $2,728+133.5% |
| Participant deferral / active EE | $16,674 | $5,148+223.9% | $5,056+229.8% | $4,651+258.5% |
| Admin fee / account holder | -$11 | $236-104.6% | $9,460-100.1% | $433-102.5% |