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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $503,455 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,441 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $57,702 |
Filed as: BLUE & CO. LLC Service code 10 · EIN 35-1178661 | Accounting | $17,225 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,111 | $106,087-57.5% | $86,717-48.0% | $78,104-42.2% |
| Participation rate | 90.2% | 89.6%+0.6pp | 76.6%+13.6pp | 74.5%+15.7pp |
| Annual return | -20.76% | -14.87%-5.9pp | 35.97%-56.7pp | 10.90%-31.7pp |
| Employer contribution / active EE | $2,092 | $4,110-49.1% | $2,837-26.2% | $3,128-33.1% |
| Participant deferral / active EE | $3,609 | $6,851-47.3% | $4,657-22.5% | $5,089-29.1% |
| Admin fee / account holder | $85 | $81+4.7% | $7,494-98.9% | $79+7.8% |