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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $99,487 |
CARLSON QUINN5+ years Service code 13 · EIN 94-3210526 | Contract Administrator | $39,389 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT FORD & YOUNG CO. Service code 10 · EIN 95-3288054 | Accounting | $13,000 |
SEE ATTACHED3 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,070 | $89,652+15.0% | $141,162-27.0% | $65,185+58.1% |
| Participation rate | 91.1% | 74.7%+16.4pp | 82.5%+8.6pp | 70.2%+20.9pp |
| Annual return | 25.58% | 32.79%-7.2pp | 71.39%-45.8pp | 29.38%-3.8pp |
| Employer contribution / active EE | $3,333 | $3,065+8.7% | $4,735-29.6% | $2,177+53.1% |
| Participant deferral / active EE | $7,724 | $5,691+35.7% | $6,709+15.1% | $3,514+119.8% |
| Admin fee / account holder | $651 | $569+14.4% | $10,261-93.7% | $847-23.2% |