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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,587 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,545 |
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 | $20,104 | $48,313-58.4% | $73,309-72.6% | $52,331-61.6% |
| Participation rate | 96.0% | 68.6%+27.4pp | 74.9%+21.0pp | 68.1%+27.8pp |
| Annual return | 7.59% | 3.85%+3.7pp | 5.67%+1.9pp | 4.54%+3.1pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,953 | $4,189+66.0% | $4,991+39.3% | $3,022+130.1% |
| Admin fee / account holder | $136 | $404-66.4% | $5,635-97.6% | $592-77.0% |