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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $170,918 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $101,008 |
SAGE ADVISORY SERVICES7 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
FID INV INST OPS CO6 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 | $344,493 | $50,169+586.7% | $149,740+130.1% | $80,187+329.6% |
| Participation rate | 97.5% | 64.3%+33.2pp | 78.8%+18.7pp | 72.9%+24.5pp |
| Annual return | 21.69% | 29.82%-8.1pp | 134.51%-112.8pp | 40.40%-18.7pp |
| Employer contribution / active EE | $25,334 | $1,869+1255.2% | $4,821+425.5% | $2,980+750.3% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $93 | $153-39.3% | $13,222-99.3% | $145-36.1% |