Filed February 17, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $232,851 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $103,225 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,264 | $37,039+65.4% | $147,618-58.5% | $59,188+3.5% |
| Participation rate | 44.8% | 63.8%-19.0pp | 84.6%-39.8pp | 69.4%-24.6pp |
| Annual return | 2.28% | 7.19%-4.9pp | 61.98%-59.7pp | 5.51%-3.2pp |
| Employer contribution / active EE | $1,372 | $1,353+1.4% | $5,565-75.4% | $2,098-34.6% |
| Participant deferral / active EE | $2,645 | $2,094+26.3% | $4,895-46.0% | $3,265-19.0% |
| Admin fee / account holder | $293 | $60+386.2% | $11,612-97.5% | $92+217.4% |