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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,892,134 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $290,307 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $236,443 |
Service code 10 · EIN 77-0573994 | Accounting | $54,702 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $36,149 | $178,759-79.8% | $102,460-64.7% | $106,553-66.1% |
| Participation rate | 70.2% | 91.3%-21.1pp | 76.5%-6.3pp | 69.8%+0.4pp |
| Annual return | 18.41% | 17.23%+1.2pp | 29.47%-11.1pp | 17.37%+1.0pp |
| Employer contribution / active EE | $1,463 | $5,750-74.6% | $3,025-51.6% | $3,359-56.4% |
| Participant deferral / active EE | $4,987 | $9,466-47.3% | $5,056-1.4% | $5,562-10.3% |
| Admin fee / account holder | $51 | $62-18.3% | $9,460-99.5% | $80-36.3% |