Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $306,685 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $48,718 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $36,000 |
DAVID JOSEPH ZUERCHER2 years Filed as: DAVID ZUERCHER Service code 13 · EIN 45-5729777 | Contract Administrator | $10,000 |
LEN MCCANDLISS8+ years Service code 13 · EIN 55-4520548 | Contract Administrator | $10,000 |
MIKE STODDEN5 years Service code 13 · EIN 51-7626711 | Contract Administrator | $10,000 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS Service code 13 · EIN 94-2455733 | Contract Administrator | $8,000 |
SKY BLUE SERVICES INC.1 year Filed as: SKY BLUE SERVICE, INC. Service code 13 · EIN 81-0942530 | Contract Administrator | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,925 | $104,631-53.2% | $98,462-50.3% | $80,187-39.0% |
| Participation rate | 96.5% | 87.5%+9.0pp | 75.2%+21.4pp | 72.9%+23.6pp |
| Annual return | -5.80% | 34.72%-40.5pp | 21.20%-27.0pp | 40.40%-46.2pp |
| Employer contribution / active EE | $5,356 | $4,517+18.6% | $3,049+75.7% | $2,980+79.7% |
| Participant deferral / active EE | $0 | $6,545-100.0% | $4,738-100.0% | $5,016-100.0% |
| Admin fee / account holder | $81 | $105-22.4% | $8,875-99.1% | $145-43.9% |