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 | Direct payment from the plan; Float r... | $124,860 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $39,865 |
NATIONAL FINANCIAL SERVICES6+ 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 | $83,089 | $136,307-39.0% | $177,827-53.3% | $73,493+13.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 13.36% | 18.68%-5.3pp | 48.32%-35.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,263 | $3,712-39.0% | $5,918-61.8% | $2,270-0.3% |
| Participant deferral / active EE | $5,938 | $5,829+1.9% | $7,713-23.0% | $3,740+58.8% |
| Admin fee / account holder | $542 | $596-9.0% | $12,429-95.6% | $513+5.6% |