Filed January 2, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $253,881 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 16 · EIN 33-0818667 | Consulting | $65,650 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $51,027 | $35,366+44.3% | $90,645-43.7% | $75,289-32.2% |
| Participation rate | 70.5% | 57.3%+13.2pp | 74.0%-3.5pp | 72.4%-1.9pp |
| Annual return | -5.58% | -2.19%-3.4pp | 1.88%-7.5pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,029 | $916+12.3% | $2,532-59.4% | $2,405-57.2% |
| Participant deferral / active EE | $2,265 | $1,998+13.3% | $3,425-33.9% | $3,739-39.4% |
| Admin fee / account holder | $119 | $59+102.3% | $4,994-97.6% | $102+16.7% |