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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 17 · EIN 33-0818667 | Pension Consulting | $6,500 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,187 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,603 | $83,812-52.7% | $123,553-67.9% | $68,904-42.5% |
| Participation rate | 97.9% | 77.0%+20.8pp | 82.3%+15.6pp | 74.1%+23.7pp |
| Annual return | -4.87% | 0.60%-5.5pp | 119.21%-124.1pp | 1.07%-5.9pp |
| Employer contribution / active EE | $2,444 | $2,924-16.4% | $4,628-47.2% | $2,540-3.8% |
| Participant deferral / active EE | $5,574 | $5,609-0.6% | $6,426-13.3% | $4,015+38.8% |
| Admin fee / account holder | $82 | $65+25.9% | $9,284-99.1% | $71+14.5% |