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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,511 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,955 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS COLEMAN Service code 10 · EIN 54-0593442 | Accounting | $5,607 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,594 | $65,125+151.2% | $143,797+13.8% | $66,949+144.4% |
| Participation rate | 85.1% | 65.2%+19.9pp | 80.3%+4.8pp | 69.8%+15.3pp |
| Annual return | -15.50% | -11.13%-4.4pp | -0.04%-15.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $7,539 | $2,362+219.1% | $4,952+52.2% | $2,545+196.2% |
| Participant deferral / active EE | $5,420 | $2,920+85.6% | $5,638-3.9% | $4,239+27.9% |
| Admin fee / account holder | $399 | $503-20.5% | $14,679-97.3% | $594-32.7% |