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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $48,750 |
COHNREZNICK LLP1 year Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $20,000 |
ISLER DARE, P.C.1 year Filed as: ISLER DARE P.C. Service code 29 1945 OLD GALLOWS ROAD · VIENNA, VA 22182 | Legal | $7,763 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,420 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $152,651 | $69,305+120.3% | $82,312+85.5% | $69,634+119.2% |
| Participation rate | 96.1% | 80.3%+15.9pp | 76.9%+19.2pp | 70.7%+25.4pp |
| Annual return | 22.57% | 21.47%+1.1pp | 25.88%-3.3pp | 27572.26%-27549.7pp |
| Employer contribution / active EE | $4,514 | $1,887+139.3% | $2,428+85.9% | $2,032+122.1% |
| Participant deferral / active EE | $12,903 | $3,568+261.6% | $3,706+248.1% | $3,224+300.2% |
| Admin fee / account holder | $59 | $97-39.7% | $5,608-99.0% | $110-47.0% |