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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667 | Investment Management | $61,756 |
Filed as: SCWHAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,242 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $12,000 |
FIRST WESTERN ADVISORS2 years Service code 26 · EIN 87-0393177 | Advisory (Participants) | $9,015 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $119 |
CHARLES SCHWAB & CO., INC.5+ 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 | $444,178 | $62,941+605.7% | $172,757+157.1% | $67,584+557.2% |
| Participation rate | 96.7% | 64.5%+32.2pp | 82.6%+14.0pp | 71.3%+25.4pp |
| Annual return | 22.78% | 30.36%-7.6pp | 803.06%-780.3pp | 378.59%-355.8pp |
| Employer contribution / active EE | $47,236 | $1,636+2786.5% | $5,144+818.3% | $2,148+2099.2% |
| Participant deferral / active EE | $3,308 | $2,145+54.2% | $5,198-36.4% | $3,540-6.6% |
| Admin fee / account holder | $234 | $167+40.6% | $13,956-98.3% | $142+64.7% |