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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,819 |
POOLER CPA GROUP, LLC1 year Service code 10 · EIN 82-4354021 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,541 | $106,247-48.7% | $147,096-62.9% | $77,714-29.8% |
| Participation rate | 73.5% | 78.4%-4.9pp | 82.2%-8.7pp | 70.6%+2.9pp |
| Annual return | 12.54% | 56.87%-44.3pp | 419.75%-407.2pp | 31.26%-18.7pp |
| Employer contribution / active EE | $1,501 | $4,069-63.1% | $4,936-69.6% | $2,727-45.0% |
| Participant deferral / active EE | $4,366 | $7,996-45.4% | $8,071-45.9% | $4,649-6.1% |
| Admin fee / account holder | $190 | $338-44.0% | $13,005-98.5% | $433-56.3% |