| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $37,800 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 16 · EIN 33-0818667 | Consulting | $34,500 |
K&L GATES1+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $26,413 |
Filed as: POLLARO & ASSOCIATES Service code 10 · EIN 46-3852095 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$54,410 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,752 | $105,173+42.4% | $87,102+71.9% | $77,775+92.5% |
| Participation rate | 97.7% | 85.8%+11.9pp | 76.9%+20.8pp | 73.2%+24.5pp |
| Annual return | 23.71% | 24.52%-0.8pp | 28.19%-4.5pp | 32.58%-8.9pp |
| Employer contribution / active EE | $4,355 | $2,890+50.7% | $2,521+72.7% | $2,504+73.9% |
| Participant deferral / active EE | $11,975 | $5,048+137.2% | $4,048+195.8% | $3,966+202.0% |
| Admin fee / account holder | $7 | $105-93.1% | $7,493-99.9% | $100-92.8% |