Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $447,408 |
Filed as: PRINCIPAL FINANCIAL SERVICES Service code 21 · EIN 42-1520348 | Bank Trustee | $234,329 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS, LLC Service code 17 · EIN 88-1100312 | Pension Consulting | $150,000 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $76,786 |
PKF O'CONNOR DAVIES, LLP7+ years Service code 10 · EIN 27-1728945 | Accounting | $45,450 |
BRENTWOOD ASSET ADVISORS1 year Filed as: BRENTWOOD ASSET ADVISORS INC. Service code 17 · EIN 59-3718394 | Pension Consulting | $20,000 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $15,265 |
GHP MEDIA1 year Service code 36 · EIN 06-1314891 | Copying and duplicating; Participant ... | $5,633 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $331,632-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 50.0%-50.0pp | 2.4%-2.4pp |
| Annual return | 8.06% | 22.81%-14.8pp | 10.60%-2.5pp | 22.81%-14.8pp |
| Employer contribution / active EE | $24,979 | $18,290+36.6% | $43,831-43.0% | $18,290+36.6% |
| Participant deferral / active EE | $0 | $603-100.0% | $166-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $25,063-100.0% | $85,222-100.0% |