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 | Participant communication; Participan... | $240,082 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $101,442 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $350 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $69,484 | $44,989+54.4% | $170,439-59.2% | $77,958-10.9% |
| Participation rate | 66.2% | 64.6%+1.6pp | 83.6%-17.4pp | 71.6%-5.4pp |
| Annual return | 18.05% | 19.61%-1.6pp | 205.94%-187.9pp | 20.87%-2.8pp |
| Employer contribution / active EE | $1,813 | $1,466+23.7% | $5,433-66.6% | $2,310-21.5% |
| Participant deferral / active EE | $4,143 | $2,208+87.7% | $4,939-16.1% | $3,537+17.1% |
| Admin fee / account holder | $248 | $69+259.1% | $13,881-98.2% | $97+154.3% |