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 | $34,665 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $13,689 |
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 | $39,225 | $69,774-43.8% | $67,575-42.0% | $74,459-47.3% |
| Participation rate | 80.6% | 71.4%+9.2pp | 72.9%+7.7pp | 67.2%+13.4pp |
| Annual return | 15.48% | -40.53%+56.0pp | 3528.98%-3513.5pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $1,676 | $2,710-38.2% | $2,736-38.7% | $2,626-36.2% |
| Participant deferral / active EE | $3,784 | $3,636+4.1% | $4,003-5.5% | $4,350-13.0% |
| Admin fee / account holder | $153 | $890-82.8% | $3,993-96.2% | $1,945-92.1% |