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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $423,371 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 17 · EIN 33-0818667 | Pension Consulting | $65,000 |
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 | $44,698 | $96,458-53.7% | $136,298-67.2% | $77,958-42.7% |
| Participation rate | 97.5% | 75.4%+22.1pp | 81.9%+15.6pp | 71.6%+25.9pp |
| Annual return | 22.83% | 23.78%-0.9pp | 5156.27%-5133.4pp | 20.87%+2.0pp |
| Employer contribution / active EE | $2,369 | $3,144-24.6% | $4,696-49.5% | $2,310+2.5% |
| Participant deferral / active EE | $5,540 | $5,902-6.1% | $6,247-11.3% | $3,537+56.6% |
| Admin fee / account holder | $87 | $80+8.3% | $9,244-99.1% | $97-10.6% |