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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,700 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,107 |
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 | $59,442 | $69,305-14.2% | $82,312-27.8% | $69,631-14.6% |
| Participation rate | 96.9% | 80.3%+16.7pp | 76.9%+20.1pp | 70.7%+26.3pp |
| Annual return | 19.14% | 21.47%-2.3pp | 25.88%-6.7pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $2,230 | $1,887+18.2% | $2,428-8.2% | $2,032+9.7% |
| Participant deferral / active EE | $2,838 | $3,568-20.5% | $3,706-23.4% | $3,224-12.0% |
| Admin fee / account holder | $195 | $97+100.2% | $5,608-96.5% | $110+76.2% |