Filed October 7, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $82,301 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $58,538 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $4,998 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Filed as: CHARLES SCHWAB & CO.,INC Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,953 | $53,136-2.2% | $155,509-66.6% | $199,593-74.0% |
| Participation rate | 32.3% | 64.1%-31.8pp | 78.2%-45.9pp | 72.0%-39.7pp |
| Annual return | 12.57% | 41.15%-28.6pp | 64.67%-52.1pp | 34.25%-21.7pp |
| Employer contribution / active EE | $720 | $1,851-61.1% | $4,672-84.6% | $3,034-76.3% |
| Participant deferral / active EE | $1,566 | $3,161-50.4% | $5,626-72.2% | $5,087-69.2% |
| Admin fee / account holder | $59 | $185-68.1% | $15,912-99.6% | $269-78.0% |