Filed October 19, 2024 (most recent of 11 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $277,805 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $45,000 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250952 | Accounting | $23,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,188 | $76,173+5.3% | $81,382-1.5% | $199,593-59.8% |
| Participation rate | 59.9% | 76.3%-16.3pp | 69.5%-9.6pp | 72.0%-12.1pp |
| Annual return | 12.09% | 15.59%-3.5pp | 24.73%-12.6pp | 34.25%-22.2pp |
| Employer contribution / active EE | $1,701 | $2,792-39.1% | $2,463-30.9% | $3,034-44.0% |
| Participant deferral / active EE | $3,808 | $4,201-9.4% | $3,883-1.9% | $5,087-25.1% |
| Admin fee / account holder | $132 | $146-9.3% | $5,768-97.7% | $269-50.8% |