Filed April 30, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $83,863 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $28,007 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Filed as: MID ATLANTIC CORPORATION Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,684 | $74,089-0.5% | $133,975-45.0% | $55,167+33.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 6.83% | 12.11%-5.3pp | 29.29%-22.5pp | 169.23%-162.4pp |
| Employer contribution / active EE | $5,630 | $3,064+83.8% | $5,211+8.0% | $1,963+186.8% |
| Participant deferral / active EE | $4,499 | $4,678-3.8% | $6,282-28.4% | $3,054+47.3% |
| Admin fee / account holder | $518 | $458+13.1% | $9,324-94.4% | $504+2.9% |