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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 13 · EIN 13-1624203 | Contract Administrator | $44,690 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,823 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $342,678 | $91,692+273.7% | $67,561+407.2% | $77,714+340.9% |
| Participation rate | 74.9% | 76.0%-1.1pp | 72.9%+2.0pp | 70.6%+4.3pp |
| Annual return | 14.11% | 14.88%-0.8pp | 3525.44%-3511.3pp | 31.26%-17.1pp |
| Employer contribution / active EE | $7,228 | $3,188+126.7% | $2,735+164.3% | $2,727+165.1% |
| Participant deferral / active EE | $6,500 | $3,912+66.1% | $4,003+62.4% | $4,649+39.8% |
| Admin fee / account holder | $291 | $245+18.9% | $4,006-92.7% | $433-32.9% |