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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,458 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,700 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $8,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $58,526 | $62,132-5.8% | $185,827-68.5% | $73,493-20.4% |
| Participation rate | 65.8% | 67.8%-2.0pp | 78.0%-12.3pp | 70.7%-4.9pp |
| Annual return | 15.40% | 20.44%-5.0pp | 35.96%-20.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,260 | $1,681-25.0% | $4,087-69.2% | $2,270-44.5% |
| Participant deferral / active EE | $3,482 | $3,711-6.2% | $5,633-38.2% | $3,740-6.9% |
| Admin fee / account holder | $307 | $419-26.8% | $9,502-96.8% | $513-40.2% |