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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES5+ years Filed as: SAGE VIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $41,885 |
TRUOG-RYDING COMPANY, INC.5+ years Filed as: TRUOG-RYDING CO. Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $9,065 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 84-0467907 5530 CORBIN AVE STE 260 · TARZANA, CA 91356 | Accounting | $8,250 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $2,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,259 | $48,471+22.3% | $182,540-67.5% | $67,579-12.3% |
| Participation rate | 52.4% | 67.2%-14.8pp | 78.0%-25.6pp | 71.3%-18.9pp |
| Annual return | 16.60% | 31.08%-14.5pp | 148.58%-132.0pp | 378.56%-362.0pp |
| Employer contribution / active EE | $558 | $1,461-61.8% | $4,076-86.3% | $2,148-74.0% |
| Participant deferral / active EE | $2,171 | $3,324-34.7% | $5,525-60.7% | $3,539-38.7% |
| Admin fee / account holder | $147 | $151-2.7% | $8,593-98.3% | $142+3.4% |