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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $292,145 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $143,806 |
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 | Accounting | $26,355 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $66,793 | $68,110-1.9% | $155,556-57.1% | $99,313-32.7% |
| Participation rate | 55.9% | 67.8%-11.9pp | 78.2%-22.3pp | 71.7%-15.8pp |
| Annual return | 14.24% | 16.16%-1.9pp | 64.84%-50.6pp | 17.67%-3.4pp |
| Employer contribution / active EE | $171 | $2,291-92.6% | $4,675-96.4% | $3,264-94.8% |
| Participant deferral / active EE | $4,202 | $3,865+8.7% | $5,631-25.4% | $5,346-21.4% |
| Admin fee / account holder | $126 | $94+34.2% | $15,885-99.2% | $109+15.5% |