Filed June 16, 2025 (most recent of 3 filings on file)
Total covered: 53 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $44,463 |
SINGERLEWAK LLP1+ years Filed as: SINGERLEWAK Service code 10 · EIN 95-2302617 | Accounting | $17,106 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $5,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-3106735 | Securities brokerage; Securities brok... | $2,387 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,614 | $68,413-34.8% | $123,105-63.8% | $55,191-19.2% |
| Participation rate | 93.8% | 84.5%+9.2pp | 86.8%+7.0pp | 69.2%+24.6pp |
| Annual return | 2.40% | 6.30%-3.9pp | 13.22%-10.8pp | 10.78%-8.4pp |
| Employer contribution / active EE | $3,041 | $3,050-0.3% | $5,151-41.0% | $1,899+60.1% |
| Participant deferral / active EE | $5,761 | $4,490+28.3% | $6,229-7.5% | $3,046+89.1% |
| Admin fee / account holder | $59 | $88-32.4% | $9,014-99.3% | $91-34.6% |