Filed February 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $163,270 |
Filed as: LOCKBOX SAGEVIEW ADVISOR Service code 27 · EIN 33-0818667 | Advisory (Plan) | $43,747 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT Service code 27 · EIN 56-0574444 | Advisory (Plan) | $17,324 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,299 | $106,230+67.8% | $147,080+21.2% | $77,736+129.4% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 13.50% | 56.91%-43.4pp | 420.17%-406.7pp | 31.26%-17.8pp |
| Employer contribution / active EE | $3,300 | $4,072-19.0% | $4,933-33.1% | $2,728+21.0% |
| Participant deferral / active EE | $10,471 | $8,001+30.9% | $8,066+29.8% | $4,651+125.2% |
| Admin fee / account holder | $475 | $338+40.5% | $12,989-96.3% | $433+9.7% |