Filed October 31, 2022
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,793 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $59,593 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,149 | $27,243+161.2% | $52,425+35.7% | $79,634-10.7% |
| Participation rate | 27.9% | 22.4%+5.5pp | 55.6%-27.7pp | 62.5%-34.5pp |
| Annual return | 14.30% | 63.36%-49.1pp | 302.12%-287.8pp | 36.46%-22.2pp |
| Employer contribution / active EE | $937 | $319+193.6% | $914+2.5% | $2,529-63.0% |
| Participant deferral / active EE | $1,768 | $636+178.2% | $1,790-1.2% | $3,835-53.9% |
| Admin fee / account holder | $347 | $2,105-83.5% | $2,495-86.1% | $1,002-65.4% |