Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $241,818 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $133,510 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $15,000 |
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 | $60,201 | $37,039+62.5% | $147,618-59.2% | $59,188+1.7% |
| Participation rate | 95.4% | 63.8%+31.6pp | 84.6%+10.8pp | 69.4%+26.0pp |
| Annual return | -0.08% | 7.19%-7.3pp | 61.98%-62.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $3,915 | $1,353+189.4% | $5,564-29.6% | $2,098+86.6% |
| Participant deferral / active EE | $5,610 | $2,094+167.9% | $4,895+14.6% | $3,265+71.8% |
| Admin fee / account holder | $100 | $60+66.3% | $11,612-99.1% | $92+8.6% |