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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,680 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,030 | $131,734-17.2% | $93,786+16.3% | $64,824+68.2% |
| Participation rate | 99.3% | 85.5%+13.8pp | 81.0%+18.3pp | 71.5%+27.8pp |
| Annual return | -16.79% | -14.04%-2.7pp | -11.32%-5.5pp | 32.84%-49.6pp |
| Employer contribution / active EE | $5,121 | $5,643-9.3% | $4,328+18.3% | $2,507+104.2% |
| Participant deferral / active EE | $7,521 | $8,135-7.5% | $6,100+23.3% | $4,311+74.5% |
| Admin fee / account holder | $171 | $141+21.3% | $7,184-97.6% | $188-8.7% |