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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $125,390 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $45,500 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $24,250 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,094 | $84,948+3.7% | $70,494+25.0% | $73,412+20.0% |
| Participation rate | 97.5% | 79.9%+17.5pp | 75.1%+22.4pp | 72.2%+25.3pp |
| Annual return | 14.22% | 13.39%+0.8pp | 109.16%-94.9pp | 59.30%-45.1pp |
| Employer contribution / active EE | $6,329 | $2,834+123.3% | $2,738+131.1% | $2,234+183.3% |
| Participant deferral / active EE | $7,516 | $3,387+121.9% | $3,711+102.6% | $3,806+97.5% |
| Admin fee / account holder | $348 | $98+254.5% | $3,848-91.0% | $158+120.3% |