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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $385,539 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $127,288 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP, Service code 13 · EIN 33-0818667 | Contract Administrator | $102,743 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,751 | $95,388-23.7% | $125,401-42.0% | $77,906-6.6% |
| Participation rate | 98.6% | 78.6%+20.0pp | 82.4%+16.2pp | 73.7%+24.9pp |
| Annual return | -16.86% | 116.19%-133.0pp | 572.53%-589.4pp | 12.16%-29.0pp |
| Employer contribution / active EE | $3,470 | $3,666-5.4% | $4,816-27.9% | $2,846+21.9% |
| Participant deferral / active EE | $9,013 | $7,711+16.9% | $7,448+21.0% | $4,805+87.6% |
| Admin fee / account holder | $92 | $119-22.8% | $10,008-99.1% | $133-30.8% |