Filed April 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,570 |
Filed as: SFG RETIREMENT PLAN CONSULTING Service code 99 · EIN 46-4984194 | Other Fees | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,262 | $25,302+229.1% | $74,723+11.4% | $67,582+23.2% |
| Participation rate | 36.0% | 37.8%-1.8pp | 54.5%-18.4pp | 71.3%-35.2pp |
| Annual return | 19.95% | 10291.17%-10271.2pp | 753.18%-733.2pp | 378.57%-358.6pp |
| Employer contribution / active EE | $577 | $446+29.2% | $1,084-46.8% | $2,148-73.1% |
| Participant deferral / active EE | $1,145 | $954+20.1% | $1,962-41.6% | $3,539-67.6% |
| Admin fee / account holder | $373 | $108+246.5% | $3,335-88.8% | $142+162.1% |