See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $1,360,998 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $91,652 |
PARADIGM DIGITAL COLOR GRAPHICS3 years Service code 50 · EIN 23-2882710 | Direct Payment | $49,949 |
KSJG, LLP3 years Filed as: KUSHNER SMITH JOANOU & GREGSON, LLP Service code 50 · EIN 95-3322166 | Direct Payment | $13,300 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,902 | $32,762-51.5% | $84,611-81.2% | $89,569-82.2% |
| Participation rate | 6.9% | 34.6%-27.7pp | 68.2%-61.3pp | 69.6%-62.6pp |
| Annual return | 23.82% | 28.37%-4.6pp | 258.74%-234.9pp | 34.56%-10.7pp |
| Employer contribution / active EE | $41 | $564-92.8% | $2,652-98.5% | $2,584-98.4% |
| Participant deferral / active EE | $138 | $1,501-90.8% | $3,899-96.5% | $4,220-96.7% |
| Admin fee / account holder | $116 | $82+40.1% | $4,912-97.6% | $72+61.4% |