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 | $444,773-100.0% | $444,773-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 50.8%-50.8pp | 42.7%-42.7pp | 34.1%-34.1pp |
| Annual return | 7.61% | 6.34%+1.3pp | 6.38%+1.2pp | 13.02%-5.4pp |
| Employer contribution / active EE | $0 | $40,783-100.0% | $39,647-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $58-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $37,010-100.0% | $37,010-100.0% | $39,117-100.0% |