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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,292 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $51,751 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,089 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,138 | $92,186-63.0% | $105,624-67.7% | $77,762-56.1% |
| Participation rate | 90.7% | 81.0%+9.6pp | 75.3%+15.4pp | 70.6%+20.1pp |
| Annual return | 11.68% | 17.83%-6.2pp | 116.20%-104.5pp | 31.27%-19.6pp |
| Employer contribution / active EE | $1,774 | $3,376-47.5% | $3,168-44.0% | $2,728-35.0% |
| Participant deferral / active EE | $4,271 | $5,395-20.8% | $5,013-14.8% | $4,651-8.2% |
| Admin fee / account holder | $205 | $219-6.4% | $10,961-98.1% | $433-52.6% |