Filed April 14, 2023 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,245 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $11,470 |
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 | $31,545 | $65,582-51.9% | $64,097-50.8% | $71,529-55.9% |
| Participation rate | 90.2% | 73.2%+17.0pp | 72.3%+17.9pp | 67.9%+22.3pp |
| Annual return | 11.84% | 18.96%-7.1pp | 33.75%-21.9pp | 28.97%-17.1pp |
| Employer contribution / active EE | $1,675 | $2,671-37.3% | $2,750-39.1% | $2,590-35.3% |
| Participant deferral / active EE | $3,294 | $3,628-9.2% | $3,881-15.1% | $4,291-23.2% |
| Admin fee / account holder | $125 | $616-79.7% | $3,070-95.9% | $1,588-92.1% |