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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $37,585 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,902 | $72,303-49.0% | $86,698-57.4% | $64,824-43.1% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.6%+5.2pp | 71.5%+10.3pp |
| Annual return | -15.36% | 392.77%-408.1pp | 35.96%-51.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $243 | $2,393-89.8% | $2,837-91.4% | $2,507-90.3% |
| Participant deferral / active EE | $2,443 | $4,660-47.6% | $4,656-47.5% | $4,311-43.3% |
| Admin fee / account holder | $330 | $174+89.6% | $7,492-95.6% | $188+75.6% |