Filed December 28, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $105,657 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $68,410 |
SAGE ADVISORY SERVICES5 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,000 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $17,900 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $13,500 |
FID INV INST OPS CO4 years 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 | $419,261 | $67,512+521.0% | $185,854+125.6% | $93,010+350.8% |
| Participation rate | 90.0% | 67.1%+22.9pp | 81.7%+8.3pp | 73.9%+16.1pp |
| Annual return | 16.25% | 21.04%-4.8pp | 122.12%-105.9pp | 158.70%-142.5pp |
| Employer contribution / active EE | $26,253 | $1,783+1372.3% | $5,169+407.9% | $2,705+870.4% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $94 | $318-70.5% | $16,246-99.4% | $152-38.2% |