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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,615 |
MOSS ADAMS LLP8+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $22,455 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,116 | $51,226+66.2% | $82,706+2.9% | $66,930+27.2% |
| Participation rate | 64.3% | 67.9%-3.5pp | 72.6%-8.2pp | 69.8%-5.5pp |
| Annual return | -15.89% | -9.61%-6.3pp | 701.76%-717.6pp | 1.57%-17.5pp |
| Employer contribution / active EE | $1,598 | $2,612-38.8% | $3,007-46.9% | $2,545-37.2% |
| Participant deferral / active EE | $4,404 | $3,460+27.3% | $4,394+0.2% | $4,238+3.9% |
| Admin fee / account holder | $395 | $416-5.1% | $5,329-92.6% | $593-33.5% |