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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $212,045 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,000 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $12,863 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $5,513 |
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 | $111,300 | $71,106+56.5% | $83,327+33.6% | $75,289+47.8% |
| Participation rate | 94.7% | 82.0%+12.7pp | 77.8%+16.9pp | 72.4%+22.3pp |
| Annual return | -4.06% | -0.56%-3.5pp | 10.64%-14.7pp | -0.04%-4.0pp |
| Employer contribution / active EE | $4,239 | $2,436+74.0% | $3,379+25.4% | $2,405+76.2% |
| Participant deferral / active EE | $14,238 | $6,249+127.8% | $5,565+155.8% | $3,739+280.8% |
| Admin fee / account holder | $86 | $72+18.5% | $7,540-98.9% | $102-16.1% |