Filed January 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Investment Management | $46,595 |
PENSERV PLAN SERVICES, INC.2+ years Service code 15 · EIN 27-6266021 | Recordkeeping | $33,518 |
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $18,878 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $243 |
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 | $58,923 | $36,916+59.6% | $156,551-62.4% | $57,658+2.2% |
| Participation rate | 90.3% | 63.4%+26.9pp | 84.0%+6.3pp | 70.2%+20.1pp |
| Annual return | 7.50% | 12.38%-4.9pp | 32.23%-24.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,763 | $1,571+75.9% | $5,501-49.8% | $1,974+40.0% |
| Participant deferral / active EE | $4,116 | $1,926+113.8% | $4,871-15.5% | $3,061+34.5% |
| Admin fee / account holder | $121 | $82+46.2% | $13,028-99.1% | $95+27.6% |