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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,770 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 | Advisory (Participants) | $35,000 |
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 | $77,833 | $42,901+81.4% | $91,225-14.7% | $64,819+20.1% |
| Participation rate | 99.3% | 68.1%+31.2pp | 73.2%+26.1pp | 71.5%+27.9pp |
| Annual return | -17.48% | -13.53%-3.9pp | 114.12%-131.6pp | 32.84%-50.3pp |
| Employer contribution / active EE | $4,463 | $1,571+184.1% | $2,851+56.6% | $2,507+78.0% |
| Participant deferral / active EE | $13,390 | $3,501+282.5% | $4,233+216.3% | $4,311+210.6% |
| Admin fee / account holder | $128 | $131-2.1% | $5,422-97.6% | $188-31.6% |