Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $11,348 |
SAMET & COMPANY PC1 year Service code 10 · EIN 04-3027605 | Accounting | $11,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,484 | $45,382+53.1% | $154,108-54.9% | $75,289-7.7% |
| Participation rate | 18.4% | 65.9%-47.5pp | 83.0%-64.6pp | 72.4%-54.0pp |
| Annual return | -4.46% | -0.47%-4.0pp | 735.21%-739.7pp | -0.04%-4.4pp |
| Employer contribution / active EE | $1 | $1,533-99.9% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,729 | $2,384-27.5% | $5,081-66.0% | $3,739-53.7% |
| Admin fee / account holder | $43 | $89-51.7% | $13,411-99.7% | $102-57.8% |