Filed February 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,471,401 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $45,000 |
Filed as: CBIZ MHM, LLC-GOLDEN STATE Service code 10 · EIN 43-1947695 | Accounting | $24,150 |
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 | $123,888 | $97,541+27.0% | $149,745-17.3% | $106,273+16.6% |
| Participation rate | 98.7% | 66.8%+31.9pp | 82.5%+16.3pp | 70.8%+27.9pp |
| Annual return | 18.98% | 24.23%-5.3pp | 276.72%-257.7pp | 21.70%-2.7pp |
| Employer contribution / active EE | $3,219 | $2,504+28.5% | $4,646-30.7% | $2,722+18.2% |
| Participant deferral / active EE | $10,428 | $6,023+73.1% | $6,843+52.4% | $4,601+126.6% |
| Admin fee / account holder | $92 | $72+28.0% | $9,312-99.0% | $78+17.1% |