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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,212 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $32,789 |
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 | $64,842 | $69,159-6.2% | $125,180-48.2% | $67,579-4.0% |
| Participation rate | 43.2% | 78.2%-35.0pp | 79.8%-36.6pp | 71.3%-28.1pp |
| Annual return | 25.09% | 27.12%-2.0pp | 43.79%-18.7pp | 378.56%-353.5pp |
| Employer contribution / active EE | $808 | $2,023-60.1% | $3,866-79.1% | $2,148-62.4% |
| Participant deferral / active EE | $2,606 | $3,700-29.5% | $4,937-47.2% | $3,539-26.4% |
| Admin fee / account holder | $156 | $142+9.7% | $9,703-98.4% | $142+9.3% |