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 | $257,840 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $186,908 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $7,500 |
Form 5500 reported that benefits due were not provided when due.
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 | $60,361 | $37,213+62.2% | $156,551-61.4% | $63,975-5.6% |
| Participation rate | 96.8% | 65.0%+31.9pp | 84.0%+12.8pp | 71.1%+25.7pp |
| Annual return | 9.41% | 47.89%-38.5pp | 32.23%-22.8pp | 48.65%-39.2pp |
| Employer contribution / active EE | $3,848 | $1,357+183.6% | $5,501-30.1% | $2,182+76.4% |
| Participant deferral / active EE | $5,709 | $2,070+175.8% | $4,871+17.2% | $3,356+70.1% |
| Admin fee / account holder | $98 | $56+74.9% | $13,028-99.2% | $70+39.8% |