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 and information managem... | $116,445 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $62,639 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,836 | $56,095-20.1% | $178,503-74.9% | $90,274-50.3% |
| Participation rate | 33.3% | 65.6%-32.3pp | 81.9%-48.7pp | 73.4%-40.1pp |
| Annual return | 0.00% | 28.81%-28.8pp | 151.12%-151.1pp | 53.97%-54.0pp |
| Employer contribution / active EE | $569 | $1,572-63.8% | $5,011-88.6% | $2,523-77.4% |
| Participant deferral / active EE | $1,055 | $2,669-60.5% | $5,202-79.7% | $4,231-75.1% |
| Admin fee / account holder | $123 | $101+22.6% | $13,987-99.1% | $114+8.2% |