Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,675 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,673 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $12,156 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $10,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,946 | $45,000+13.2% | $143,797-64.6% | $77,906-34.6% |
| Participation rate | 64.4% | 66.8%-2.4pp | 80.3%-15.9pp | 73.7%-9.3pp |
| Annual return | -15.79% | 29.03%-44.8pp | -0.04%-15.7pp | 12.16%-27.9pp |
| Employer contribution / active EE | $1,284 | $1,870-31.3% | $4,952-74.1% | $2,846-54.9% |
| Participant deferral / active EE | $4,598 | $3,157+45.7% | $5,638-18.5% | $4,805-4.3% |
| Admin fee / account holder | $42 | $98-57.6% | $14,679-99.7% | $133-68.5% |