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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 16 · EIN 33-0818667 | Consulting | $58,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,332 |
Filed as: ALDRICH SERVICES LLP Service code 10 · EIN 20-4730205 | Accounting | $24,900 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,212 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $426,189 | $95,438+346.6% | $135,982+213.4% | $74,473+472.3% |
| Participation rate | 98.5% | 78.2%+20.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 19.18% | 32.61%-13.4pp | 68.32%-49.1pp | 34.36%-15.2pp |
| Employer contribution / active EE | $8,982 | $3,878+131.6% | $4,859+84.9% | $2,638+240.4% |
| Participant deferral / active EE | $14,127 | $7,790+81.3% | $7,760+82.1% | $4,530+211.8% |
| Admin fee / account holder | $248 | $259-4.1% | $10,767-97.7% | $347-28.4% |