Filed December 27, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $131,086 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $92,872 |
ACTUARIAL BENEFITS CORP1 year Service code 16 · EIN 20-1054428 | Consulting | $33,444 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FIANCIAL SERVICES2+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $41,716 | $67,228-37.9% | $117,860-64.6% | $77,958-46.5% |
| Participation rate | 88.4% | 79.4%+9.0pp | 79.7%+8.7pp | 71.6%+16.7pp |
| Annual return | 22.51% | 19.13%+3.4pp | 335.10%-312.6pp | 20.87%+1.6pp |
| Employer contribution / active EE | $1,598 | $2,211-27.7% | $3,786-57.8% | $2,310-30.8% |
| Participant deferral / active EE | $4,416 | $3,653+20.9% | $4,482-1.5% | $3,537+24.9% |
| Admin fee / account holder | $169 | $76+122.9% | $8,021-97.9% | $97+73.5% |