Filed February 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $277,427 |
Filed as: SAGEVIEW Service code 27 · EIN 33-0818687 | Advisory (Plan) | $90,000 |
PICCERELLI, GILSTEIN & CO2 years Filed as: PICCERELLI GILSTEIN & CO Service code 10 · EIN 05-0353162 | Accounting | $27,359 |
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 | $107,413 | $96,403+11.4% | $93,621+14.7% | $77,775+38.1% |
| Participation rate | 98.8% | 87.6%+11.1pp | 75.8%+22.9pp | 73.2%+25.6pp |
| Annual return | 21.00% | 39.36%-18.4pp | 32.76%-11.8pp | 32.58%-11.6pp |
| Employer contribution / active EE | $3,101 | $3,616-14.2% | $2,719+14.1% | $2,504+23.8% |
| Participant deferral / active EE | $5,415 | $5,341+1.4% | $4,070+33.1% | $3,966+36.5% |
| Admin fee / account holder | $206 | $90+130.0% | $7,890-97.4% | $100+105.7% |