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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $48,750 |
TRUCKER HUSS2 years Service code 29 · EIN 94-3216063 | Legal | $32,680 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,390 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $22,523 |
CLARK NUBER1 year Service code 10 · EIN 91-1194016 | Accounting | $10,865 |
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 | $153,046 | $87,621+74.7% | $86,460+77.0% | $77,906+96.5% |
| Participation rate | 90.4% | 85.8%+4.6pp | 80.3%+10.1pp | 73.7%+16.7pp |
| Annual return | 9.04% | -13.90%+22.9pp | 4399.82%-4390.8pp | 12.16%-3.1pp |
| Employer contribution / active EE | $3,615 | $3,474+4.1% | $3,771-4.1% | $2,846+27.0% |
| Participant deferral / active EE | $12,161 | $8,645+40.7% | $6,954+74.9% | $4,805+153.1% |
| Admin fee / account holder | $70 | $85-17.2% | $6,727-99.0% | $133-47.1% |