Filed August 24, 2018
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $568,329 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 | Advisory (Participants) | $59,735 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,046 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,072 | $99,314-77.8% | $81,844-73.0% | $99,314-77.8% |
| Participation rate | 93.9% | 71.7%+22.2pp | 72.4%+21.5pp | 71.7%+22.2pp |
| Annual return | 15.90% | 17.67%-1.8pp | 778.87%-763.0pp | 17.67%-1.8pp |
| Employer contribution / active EE | $1,531 | $3,264-53.1% | $2,916-47.5% | $3,264-53.1% |
| Participant deferral / active EE | $3,695 | $5,346-30.9% | $4,323-14.5% | $5,346-30.9% |
| Admin fee / account holder | $88 | $109-19.5% | $7,355-98.8% | $109-19.5% |