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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $442,310 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GR Service code 16 · EIN 33-0818667 | Consulting | $60,000 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $24,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $39,634 | $68,110-41.8% | $155,556-74.5% | $99,313-60.1% |
| Participation rate | 85.5% | 67.8%+17.7pp | 78.2%+7.3pp | 71.7%+13.8pp |
| Annual return | 15.51% | 16.16%-0.6pp | 64.84%-49.3pp | 17.67%-2.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $4,702 | $3,865+21.7% | $5,631-16.5% | $5,346-12.0% |
| Admin fee / account holder | $60 | $94-36.4% | $15,885-99.6% | $109-45.2% |