Filed June 14, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $41,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 21 · EIN 06-1050034 | Bank Trustee | $40,517 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $22,709 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $618,728-100.0% | $618,728-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 47.2%-47.2pp | 37.8%-37.8pp | 27.7%-27.7pp |
| Annual return | 7.61% | 2.43%+5.2pp | 2.61%+5.0pp | 15.59%-8.0pp |
| Employer contribution / active EE | $0 | $37,377-100.0% | $36,531-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $90-100.0% | $87-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $69,555-100.0% | $69,555-100.0% | $21,009-100.0% |