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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $77,503 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $65,056 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $15,574 |
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 | $38,713 | $86,225-55.1% | $146,643-73.6% | $86,821-55.4% |
| Participation rate | 97.1% | 78.0%+19.1pp | 80.1%+17.0pp | 72.3%+24.8pp |
| Annual return | 13.86% | 31.23%-17.4pp | 22.75%-8.9pp | 97.94%-84.1pp |
| Employer contribution / active EE | $2,289 | $2,392-4.3% | $4,137-44.7% | $2,406-4.9% |
| Participant deferral / active EE | $3,970 | $4,245-6.5% | $5,506-27.9% | $4,132-3.9% |
| Admin fee / account holder | $205 | $195+5.0% | $10,280-98.0% | $170+20.9% |