Filed October 31, 2022
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,718 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,479 | $29,369+48.0% | $77,513-43.9% | $73,412-40.8% |
| Participation rate | 42.3% | 37.9%+4.3pp | 54.2%-11.9pp | 72.2%-29.9pp |
| Annual return | 7.87% | 358.15%-350.3pp | 54.81%-46.9pp | 59.30%-51.4pp |
| Employer contribution / active EE | $988 | $406+143.4% | $987+0.1% | $2,234-55.8% |
| Participant deferral / active EE | $1,839 | $941+95.5% | $1,861-1.2% | $3,806-51.7% |
| Admin fee / account holder | $260 | $123+111.9% | $2,859-90.9% | $158+64.7% |