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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $34,917 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $14,999 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA Service code 10 · EIN 13-5570651 | Accounting | $1,140 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,871 | $50,919-66.9% | $155,556-89.2% | $77,762-78.3% |
| Participation rate | 73.6% | 63.1%+10.5pp | 78.2%-4.6pp | 70.6%+3.0pp |
| Annual return | 13.01% | 34.84%-21.8pp | 64.84%-51.8pp | 31.27%-18.3pp |
| Employer contribution / active EE | $430 | $1,991-78.4% | $4,675-90.8% | $2,728-84.2% |
| Participant deferral / active EE | $3,134 | $2,824+10.9% | $5,631-44.3% | $4,651-32.6% |
| Admin fee / account holder | $56 | $437-87.1% | $15,885-99.6% | $433-87.0% |