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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $89,572 |
CARLSON QUINN4+ years Service code 13 · EIN 94-3210526 | Contract Administrator | $32,464 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD & YOUNG CO. Service code 10 · EIN 95-3288054 | Accounting | $6,000 |
SEE ATTACHED2 years Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,949 | $73,102+12.1% | $123,553-33.7% | $56,289+45.6% |
| Participation rate | 91.1% | 74.3%+16.8pp | 82.3%+8.8pp | 69.9%+21.3pp |
| Annual return | -2.24% | 3.01%-5.2pp | 119.21%-121.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $2,083 | $2,977-30.0% | $4,628-55.0% | $2,111-1.4% |
| Participant deferral / active EE | $5,316 | $5,423-2.0% | $6,426-17.3% | $3,350+58.7% |
| Admin fee / account holder | $562 | $554+1.5% | $9,284-93.9% | $521+7.9% |