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 | $218,035 |
Filed as: SAGEVIEW ADVISORY GROUP, Service code 27 · EIN 33-0818667 | Advisory (Plan) | $61,188 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,917 | $136,266-76.6% | $90,767-64.8% | $77,906-59.0% |
| Participation rate | 91.9% | 86.6%+5.2pp | 75.7%+16.2pp | 73.7%+18.2pp |
| Annual return | -14.41% | -11.32%-3.1pp | -12.16%-2.3pp | 12.16%-26.6pp |
| Employer contribution / active EE | $98 | $4,215-97.7% | $2,922-96.6% | $2,846-96.6% |
| Participant deferral / active EE | $4,010 | $6,353-36.9% | $4,565-12.2% | $4,805-16.6% |
| Admin fee / account holder | $82 | $399-79.5% | $8,445-99.0% | $133-38.4% |