Filed November 15, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $483,601 |
Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $70,000 |
HENRY & HORNE, LLP4+ years Service code 10 · EIN 86-0133881 | Accounting | $35,253 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,080 | $75,419-24.3% | $392,568-85.5% | $67,582-15.5% |
| Participation rate | 65.0% | 74.8%-9.9pp | 78.1%-13.1pp | 71.3%-6.3pp |
| Annual return | 13.51% | 36.70%-23.2pp | 24.42%-10.9pp | 378.57%-365.1pp |
| Employer contribution / active EE | $4,686 | $2,636+77.8% | $3,783+23.9% | $2,148+118.2% |
| Participant deferral / active EE | $10,716 | $4,347+146.5% | $5,985+79.0% | $3,539+202.8% |
| Admin fee / account holder | $316 | $114+178.0% | $6,260-94.9% | $142+122.3% |