Filed December 28, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $96,067 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $20,162 |
SAGE ADVISORY SERVICES6 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,400 |
FID INV INST OPS CO5 years Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$133,266 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $333,187 | $45,000+640.4% | $143,801+131.7% | $77,906+327.7% |
| Participation rate | 96.5% | 66.8%+29.7pp | 80.3%+16.2pp | 73.7%+22.8pp |
| Annual return | -18.70% | 29.03%-47.7pp | -0.04%-18.7pp | 12.16%-30.9pp |
| Employer contribution / active EE | $25,566 | $1,870+1267.5% | $4,952+416.2% | $2,846+798.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $119 | $98+21.4% | $14,680-99.2% | $133-9.9% |