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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $434,932 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 17 · EIN 33-0818666 | Pension Consulting | $70,779 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $23,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,705 | $66,513-59.8% | $178,510-85.0% | $106,273-74.9% |
| Participation rate | 97.3% | 73.8%+23.5pp | 81.9%+15.4pp | 70.8%+26.5pp |
| Annual return | 14.75% | 21.81%-7.1pp | 151.13%-136.4pp | 21.70%-6.9pp |
| Employer contribution / active EE | $1,014 | $1,776-42.9% | $5,011-79.8% | $2,722-62.8% |
| Participant deferral / active EE | $2,239 | $3,679-39.2% | $5,202-57.0% | $4,601-51.4% |
| Admin fee / account holder | $35 | $53-34.8% | $13,988-99.8% | $78-55.5% |