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 | $164,135 |
Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $59,948 |
COHN REZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $19,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,402 | $35,366+90.6% | $90,655-25.6% | $75,289-10.5% |
| Participation rate | 42.3% | 57.3%-15.0pp | 74.0%-31.7pp | 72.4%-30.1pp |
| Annual return | -5.12% | -2.19%-2.9pp | 1.89%-7.0pp | -0.04%-5.1pp |
| Employer contribution / active EE | $909 | $916-0.7% | $2,532-64.1% | $2,405-62.2% |
| Participant deferral / active EE | $2,129 | $1,998+6.5% | $3,425-37.8% | $3,739-43.1% |
| Admin fee / account holder | $218 | $59+269.9% | $4,994-95.6% | $102+113.4% |