Filed April 6, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $34,840 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,259 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,438 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,499 | $48,744+5.7% | $93,696-45.0% | $199,960-74.2% |
| Participation rate | 87.2% | 63.7%+23.5pp | 68.7%+18.5pp | 72.0%+15.2pp |
| Annual return | 15.32% | 15.36%0pp | 133.74%-118.4pp | 34.28%-19.0pp |
| Employer contribution / active EE | $0 | $1,140-100.0% | $2,422-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $4,574 | $2,825+61.9% | $4,417+3.6% | $5,087-10.1% |
| Admin fee / account holder | $39 | $195-80.1% | $8,287-99.5% | $269-85.6% |