Filed August 30, 2021 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $158,327 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $59,924 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $22,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,964 | $58,336+85.1% | $97,260+11.0% | $199,960-46.0% |
| Participation rate | 33.5% | 63.8%-30.3pp | 72.7%-39.2pp | 72.0%-38.5pp |
| Annual return | 17.11% | 32.81%-15.7pp | 75.54%-58.4pp | 34.28%-17.2pp |
| Employer contribution / active EE | $1,170 | $1,416-17.4% | $2,721-57.0% | $3,036-61.5% |
| Participant deferral / active EE | $2,569 | $3,240-20.7% | $4,262-39.7% | $5,087-49.5% |
| Admin fee / account holder | $130 | $114+14.0% | $5,640-97.7% | $269-51.7% |