Filed February 6, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES1+ years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $80,000 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $76,462 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS, & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $31,944 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $78,404 | $34,220+129.1% | $73,837+6.2% | $59,188+32.5% |
| Participation rate | 99.3% | 59.1%+40.2pp | 73.4%+25.9pp | 69.4%+29.9pp |
| Annual return | 1.38% | 3.36%-2.0pp | 2268.13%-2266.7pp | 5.51%-4.1pp |
| Employer contribution / active EE | $8,840 | $1,480+497.3% | $2,788+217.1% | $2,098+321.4% |
| Participant deferral / active EE | $6,994 | $2,035+243.7% | $3,583+95.2% | $3,265+114.2% |
| Admin fee / account holder | $14 | $64-78.3% | $4,882-99.7% | $92-84.9% |