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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $470,355 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 17 · EIN 33-0818667 | Pension Consulting | $65,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,273 | $95,048-45.0% | $141,200-63.0% | $82,204-36.4% |
| Participation rate | 98.0% | 73.7%+24.3pp | 82.5%+15.5pp | 73.4%+24.6pp |
| Annual return | 26.16% | 26.89%-0.7pp | 71.41%-45.2pp | 26.31%-0.1pp |
| Employer contribution / active EE | $2,775 | $2,921-5.0% | $4,736-41.4% | $2,707+2.5% |
| Participant deferral / active EE | $6,520 | $5,907+10.4% | $6,710-2.8% | $4,246+53.6% |
| Admin fee / account holder | $87 | $78+11.9% | $10,265-99.2% | $76+15.0% |