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 15 · EIN 84-0467907 | Recordkeeping | $150,908 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $28,301 |
SINGERLEWAK LLP4 years Filed as: SINGER LEWAK LLP Service code 10 · EIN 95-2302617 | Accounting | $12,304 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,454 | $110,699-19.2% | $177,839-49.7% | $90,274-0.9% |
| Participation rate | 97.7% | 88.3%+9.4pp | 87.7%+10.0pp | 73.4%+24.4pp |
| Annual return | 18.34% | 22.79%-4.4pp | 48.33%-30.0pp | 53.97%-35.6pp |
| Employer contribution / active EE | $2,564 | $4,118-37.7% | $5,919-56.7% | $2,523+1.6% |
| Participant deferral / active EE | $7,617 | $6,731+13.2% | $7,714-1.2% | $4,231+80.1% |
| Admin fee / account holder | $106 | $90+17.7% | $12,432-99.1% | $114-7.1% |