Filed January 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.1+ years Service code 15 · EIN 27-6266021 | Recordkeeping | $62,256 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Investment Management | $37,679 |
LT TRUST COMPANY1+ years Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $6,978 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $340 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,413 | $37,117+52.0% | $147,617-61.8% | $55,191+2.2% |
| Participation rate | 85.1% | 63.6%+21.4pp | 84.6%+0.4pp | 69.2%+15.9pp |
| Annual return | 2.55% | 3.44%-0.9pp | 61.98%-59.4pp | 10.78%-8.2pp |
| Employer contribution / active EE | $2,827 | $1,620+74.5% | $5,564-49.2% | $1,899+48.9% |
| Participant deferral / active EE | $4,051 | $1,985+104.0% | $4,895-17.2% | $3,046+33.0% |
| Admin fee / account holder | $70 | $86-18.1% | $11,612-99.4% | $91-22.8% |