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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $26,798 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $15,000 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Di... | $4,013 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $414 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $217,606 | $50,919+327.4% | $155,556+39.9% | $77,762+179.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.94% | 34.84%-19.9pp | 64.84%-49.9pp | 31.27%-16.3pp |
| Employer contribution / active EE | $7,492 | $1,991+276.2% | $4,675+60.2% | $2,728+174.6% |
| Participant deferral / active EE | $16,490 | $2,824+483.8% | $5,631+192.9% | $4,651+254.6% |
| Admin fee / account holder | $41 | $437-90.5% | $15,885-99.7% | $433-90.4% |