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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $128,930 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,150 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $9,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,414 | $64,612+91.0% | $86,439+42.8% | $64,814+90.4% |
| Participation rate | 86.2% | 81.5%+4.7pp | 80.3%+5.8pp | 71.5%+14.7pp |
| Annual return | -18.94% | 0.66%-19.6pp | 4395.55%-4414.5pp | 32.84%-51.8pp |
| Employer contribution / active EE | $6,147 | $2,744+124.0% | $3,769+63.1% | $2,507+145.2% |
| Participant deferral / active EE | $14,105 | $7,497+88.1% | $6,952+102.9% | $4,310+227.2% |
| Admin fee / account holder | $111 | $169-34.5% | $6,732-98.4% | $188-41.0% |