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 | $309,335 |
Filed as: LOCKBOX SAGEVIEW ADVISOR Service code 27 · EIN 33-0818667 | Advisory (Plan) | $83,167 |
MARCUM LLP3 years Service code 10 · EIN 11-1986323 | Accounting | $53,366 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,188 | $112,582+23.6% | $105,624+31.8% | $200,096-30.4% |
| Participation rate | 98.0% | 86.3%+11.8pp | 75.3%+22.8pp | 72.0%+26.0pp |
| Annual return | 14.12% | 15.58%-1.5pp | 116.20%-102.1pp | 34.26%-20.1pp |
| Employer contribution / active EE | $4,258 | $4,580-7.0% | $3,168+34.4% | $3,038+40.2% |
| Participant deferral / active EE | $7,131 | $6,655+7.1% | $5,013+42.3% | $5,090+40.1% |
| Admin fee / account holder | $227 | $107+112.3% | $10,961-97.9% | $269-15.7% |