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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $250,027 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $128,750 |
Service code 99 · EIN 95-0858589 | Other Fees | $58,250 |
Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,006 | $129,227+130.6% | $184,256+61.7% | $77,762+283.2% |
| Participation rate | 99.0% | 87.4%+11.7pp | 86.8%+12.2pp | 70.6%+28.4pp |
| Annual return | 15.85% | 33.24%-17.4pp | 28.85%-13.0pp | 31.27%-15.4pp |
| Employer contribution / active EE | $6,947 | $4,412+57.4% | $6,427+8.1% | $2,728+154.6% |
| Participant deferral / active EE | $21,054 | $7,307+188.1% | $9,133+130.5% | $4,651+352.7% |
| Admin fee / account holder | $321 | $256+25.4% | $13,899-97.7% | $433-25.9% |