Filed September 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $439,451 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $133,374 |
SYNDER COHN1 year Service code 27 · EIN 52-1022232 | Advisory (Plan) | $48,500 |
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $16,380 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,810 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,146 | $128,169+14.8% | $147,1170% | $106,553+38.1% |
| Participation rate | 92.8% | 67.3%+25.5pp | 82.2%+10.6pp | 69.8%+23.0pp |
| Annual return | 16.25% | 17.88%-1.6pp | 420.54%-404.3pp | 17.37%-1.1pp |
| Employer contribution / active EE | $3,589 | $3,374+6.4% | $4,932-27.2% | $3,359+6.9% |
| Participant deferral / active EE | $10,143 | $7,665+32.3% | $8,065+25.8% | $5,562+82.4% |
| Admin fee / account holder | $42 | $88-52.1% | $12,993-99.7% | $80-47.1% |