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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $41,997 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,852 | $99,168-60.8% | $96,534-59.8% | $74,460-47.8% |
| Participation rate | 82.1% | 80.7%+1.4pp | 76.0%+6.1pp | 70.7%+11.3pp |
| Annual return | 17.90% | 22.40%-4.5pp | 25.88%-8.0pp | 34.38%-16.5pp |
| Employer contribution / active EE | $248 | $2,570-90.4% | $2,965-91.7% | $2,638-90.6% |
| Participant deferral / active EE | $2,476 | $4,936-49.8% | $4,851-49.0% | $4,530-45.3% |
| Admin fee / account holder | $319 | $225+42.1% | $8,253-96.1% | $348-8.2% |