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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Shareho... | $466,598 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RETIREMENT PARTNERS Service code 16 · EIN 95-2834236 | Consulting | $222,633 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GRP INC Service code 16 · EIN 33-0818667 | Consulting | $35,000 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6 years Filed as: NATIONAL FINANCIAL SERVICES, INC. Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,845 | $95,918-68.9% | $151,628-80.3% | $77,906-61.7% |
| Participation rate | 90.1% | 88.7%+1.4pp | 87.5%+2.6pp | 73.7%+16.4pp |
| Annual return | -15.06% | -5.50%-9.6pp | 3.34%-18.4pp | 12.16%-27.2pp |
| Employer contribution / active EE | $1,089 | $4,330-74.9% | $6,165-82.3% | $2,846-61.8% |
| Participant deferral / active EE | $8,197 | $7,508+9.2% | $8,363-2.0% | $4,805+70.6% |
| Admin fee / account holder | $129 | $93+38.2% | $11,613-98.9% | $133-2.7% |