Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $314,100 |
Filed as: PRINCIPAL FINANCIAL SERVICES Service code 21 · EIN 42-1520348 | Bank Trustee | $283,261 |
ARNOLD & PORTER6+ years Service code 29 · EIN 53-0208605 | Legal | $36,729 |
PKF O'CONNOR DAVIES, LLP6+ years Service code 10 · EIN 27-1728945 | Accounting | $25,600 |
CENVEO3 years Filed as: CENVEO SAN ANTONIO Service code 36 · EIN 83-1681581 | Participant communication; Copying an... | $6,608 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -13.75% | 11.48%-25.2pp | -10.68%-3.1pp | 2.78%-16.5pp |
| Employer contribution / active EE | $0 | $5,632-100.0% | $48,995-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $1,554-100.0% | $360-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |