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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,661 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $54,375 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $42,000 |
K&L GATES6+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $36,887 |
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 | $212,982 | $110,282+93.1% | $102,457+107.9% | $199,874+6.6% |
| Participation rate | 98.4% | 86.3%+12.1pp | 76.5%+21.9pp | 72.0%+26.3pp |
| Annual return | 16.27% | 35.75%-19.5pp | 29.41%-13.1pp | 34.28%-18.0pp |
| Employer contribution / active EE | $6,046 | $3,603+67.8% | $3,022+100.1% | $3,036+99.1% |
| Participant deferral / active EE | $16,861 | $6,376+164.4% | $5,054+233.6% | $5,090+231.3% |
| Admin fee / account holder | $37 | $122-70.0% | $9,451-99.6% | $269-86.4% |