Filed January 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.3+ years Service code 15 · EIN 27-6266021 | Recordkeeping | $54,894 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Investment Management | $36,463 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,939 | $84,236-41.9% | $170,435-71.3% | $70,126-30.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | -81.96% | 23.06%-105.0pp | 205.94%-287.9pp | 73.15%-155.1pp |
| Employer contribution / active EE | $6,705 | $3,387+98.0% | $5,432+23.4% | $2,343+186.2% |
| Participant deferral / active EE | $25,380 | $3,086+722.5% | $4,939+413.8% | $3,332+661.7% |
| Admin fee / account holder | $498 | $5,698-91.3% | $13,881-96.4% | $4,645-89.3% |