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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,671 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $22,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,828 | $71,666-10.9% | $117,861-45.8% | $69,631-8.3% |
| Participation rate | 58.7% | 77.5%-18.8pp | 79.7%-20.9pp | 70.7%-12.0pp |
| Annual return | 17.03% | 18.86%-1.8pp | 335.11%-318.1pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $883 | $1,889-53.3% | $3,786-76.7% | $2,032-56.5% |
| Participant deferral / active EE | $3,417 | $3,340+2.3% | $4,482-23.8% | $3,224+6.0% |
| Admin fee / account holder | $151 | $120+25.2% | $8,021-98.1% | $110+36.4% |