Filed December 28, 2020 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $62,132 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,573 |
THE WAGNER LAW GROUP3 years Service code 29 · EIN 04-3323315 | Legal | $33,010 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,501 |
MERCER4+ years Service code 11 · EIN 13-2834417 | Actuarial | $21,891 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $16,550 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,694 | $45,382+474.4% | $154,110+69.2% | $75,289+246.3% |
| Participation rate | 82.7% | 65.9%+16.8pp | 83.0%-0.4pp | 72.4%+10.3pp |
| Annual return | -4.90% | -0.47%-4.4pp | 735.22%-740.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $19,589 | $1,533+1178.0% | $5,298+269.8% | $2,405+714.5% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $32 | $89-64.0% | $13,412-99.8% | $102-68.5% |