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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $37,620 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $273 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $396,201 | $46,173+758.1% | $170,439+132.5% | $69,631+469.0% |
| Participation rate | 95.9% | 63.9%+32.0pp | 83.6%+12.3pp | 70.7%+25.2pp |
| Annual return | 17.92% | 21.62%-3.7pp | 205.94%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $40,936 | $1,610+2443.1% | $5,433+653.5% | $2,032+1914.4% |
| Participant deferral / active EE | $3,513 | $2,080+68.9% | $4,939-28.9% | $3,224+9.0% |
| Admin fee / account holder | $128 | $116+10.3% | $13,881-99.1% | $110+15.8% |