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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $84,369 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
KSJG, LLP1 year Service code 10 · EIN 95-3322166 | Accounting | $9,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,612 | $33,780-80.4% | $74,552-91.1% | $75,289-91.2% |
| Participation rate | 61.5% | 62.7%-1.2pp | 69.1%-7.6pp | 72.4%-10.9pp |
| Annual return | -4.86% | -1.24%-3.6pp | 32.53%-37.4pp | -0.04%-4.8pp |
| Employer contribution / active EE | $506 | $845-40.1% | $1,961-74.2% | $2,405-78.9% |
| Participant deferral / active EE | $959 | $1,890-49.2% | $3,108-69.1% | $3,739-74.3% |
| Admin fee / account holder | $84 | $86-3.3% | $5,060-98.3% | $102-18.4% |