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 | Direct payment from the plan; Account... | $144,334 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $60,962 |
NATIONAL FINANCIAL SERVICES2+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,085 | $67,512-25.8% | $185,851-73.1% | $93,010-46.2% |
| Participation rate | 43.4% | 67.1%-23.7pp | 81.7%-38.3pp | 73.9%-30.5pp |
| Annual return | 14.94% | 21.04%-6.1pp | 122.11%-107.2pp | 158.70%-143.8pp |
| Employer contribution / active EE | $772 | $1,783-56.7% | $5,168-85.1% | $2,705-71.5% |
| Participant deferral / active EE | $1,549 | $3,035-49.0% | $5,569-72.2% | $4,561-66.0% |
| Admin fee / account holder | $141 | $318-55.7% | $16,245-99.1% | $152-7.3% |