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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORS, LLC Service code 28 · EIN 91-2096023 1200 FIFTH AVE., STE 830 · SEATTLE, WA 98101 | Investment Management | $14,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,600 | $64,138-24.2% | $112,258-56.7% | $66,930-27.4% |
| Participation rate | 63.0% | 68.5%-5.4pp | 75.1%-12.0pp | 69.8%-6.8pp |
| Annual return | -18.17% | -13.81%-4.4pp | 27.47%-45.6pp | 1.57%-19.7pp |
| Employer contribution / active EE | $2,841 | $3,006-5.5% | $3,636-21.8% | $2,545+11.6% |
| Participant deferral / active EE | $5,711 | $3,694+54.6% | $4,728+20.8% | $4,238+34.8% |
| Admin fee / account holder | $124 | $625-80.1% | $6,411-98.1% | $593-79.1% |