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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $63,256 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY Service code 27 · EIN 33-0818667 | Advisory (Plan) | $53,500 |
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 | $49,199 | $63,905-23.0% | $74,184-33.7% | $57,658-14.7% |
| Participation rate | 96.0% | 79.8%+16.3pp | 76.6%+19.4pp | 70.2%+25.8pp |
| Annual return | 8.33% | 60.60%-52.3pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $2,023 | $1,840+9.9% | $2,370-14.6% | $1,974+2.5% |
| Participant deferral / active EE | $2,644 | $3,448-23.3% | $3,550-25.5% | $3,061-13.6% |
| Admin fee / account holder | $228 | $91+150.9% | $5,586-95.9% | $95+141.7% |