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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $504,994 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $172,273 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $51,358 |
Filed as: BLUE & CO. LLC Service code 10 · EIN 35-1178661 | Accounting | $15,875 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,803 | $118,464-54.6% | $96,564-44.3% | $103,657-48.1% |
| Participation rate | 93.3% | 89.0%+4.3pp | 76.0%+17.3pp | 73.4%+19.9pp |
| Annual return | 24.14% | 18.79%+5.3pp | 25.89%-1.8pp | 33.13%-9.0pp |
| Employer contribution / active EE | $2,265 | $4,210-46.2% | $2,967-23.7% | $3,216-29.6% |
| Participant deferral / active EE | $3,865 | $7,277-46.9% | $4,852-20.3% | $5,218-25.9% |
| Admin fee / account holder | $84 | $81+3.8% | $8,256-99.0% | $114-26.3% |