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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $32,301 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $14,405 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,413 | $58,093-14.9% | $80,022-38.3% | $56,289-12.2% |
| Participation rate | 91.8% | 73.6%+18.2pp | 75.8%+15.9pp | 69.9%+21.9pp |
| Annual return | -4.29% | 34.63%-38.9pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,709 | $3,136+50.2% | $3,686+27.8% | $3,350+40.6% |
| Admin fee / account holder | $220 | $623-64.6% | $6,521-96.6% | $521-57.7% |