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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $35,942 |
CARON & BLETZER, PLLC9+ years Service code 10 · EIN 04-3499945 | Accounting | $14,100 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Distr... | $2,674 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $940 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ 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 | $201,832 | $47,163+327.9% | $149,696+34.8% | $74,460+171.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 18.82% | 22.75%-3.9pp | 134.46%-115.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $6,371 | $1,907+234.1% | $4,821+32.1% | $2,638+141.5% |
| Participant deferral / active EE | $13,690 | $2,730+401.4% | $5,682+140.9% | $4,530+202.2% |
| Admin fee / account holder | $51 | $343-85.2% | $13,212-99.6% | $348-85.4% |