| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $133,712 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 16 · EIN 33-0818666 | Consulting | $77,563 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $32,927 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $31,500 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $17,340 |
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 | $172,385 | $176,471-2.3% | $95,968+79.6% | $90,274+91.0% |
| Participation rate | 97.8% | 86.6%+11.3pp | 77.1%+20.8pp | 73.4%+24.5pp |
| Annual return | 18.75% | 20.15%-1.4pp | 91.65%-72.9pp | 53.97%-35.2pp |
| Employer contribution / active EE | $4,140 | $2,783+48.8% | $2,542+62.9% | $2,523+64.1% |
| Participant deferral / active EE | $11,712 | $5,325+119.9% | $4,167+181.1% | $4,231+176.8% |
| Admin fee / account holder | $46 | $154-70.5% | $6,798-99.3% | $114-60.1% |