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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,793 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $65,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,022 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,313 | $104,336+359.4% | $159,474+200.6% | $86,821+452.1% |
| Participation rate | 93.5% | 77.7%+15.7pp | 82.8%+10.6pp | 72.3%+21.2pp |
| Annual return | 15.48% | 26.32%-10.8pp | 263.68%-248.2pp | 97.94%-82.5pp |
| Employer contribution / active EE | $7,274 | $3,451+110.8% | $4,831+50.6% | $2,406+202.3% |
| Participant deferral / active EE | $12,717 | $6,837+86.0% | $7,353+73.0% | $4,132+207.8% |
| Admin fee / account holder | $274 | $172+58.9% | $10,802-97.5% | $170+61.4% |