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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$23,464 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,371 | $79,181+4.0% | $102,423-19.6% | $74,429+10.7% |
| Participation rate | 92.0% | 74.8%+17.2pp | 76.5%+15.5pp | 67.2%+24.8pp |
| Annual return | 11.98% | 54.97%-43.0pp | 29.42%-17.4pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $3,690 | $2,362+56.2% | $3,023+22.1% | $2,625+40.6% |
| Participant deferral / active EE | $7,059 | $4,416+59.8% | $5,054+39.7% | $4,348+62.3% |
| Admin fee / account holder | $16 | $2,002-99.2% | $9,455-99.8% | $1,944-99.2% |