| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $241,809 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 16 · EIN 33-0818667 | Consulting | $89,644 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $31,500 |
K&L GATES3+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $27,735 |
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 | $192,097 | $144,879+32.6% | $111,319+72.6% | $93,010+106.5% |
| Participation rate | 97.6% | 86.1%+11.5pp | 77.3%+20.3pp | 73.9%+23.7pp |
| Annual return | 15.38% | 18.11%-2.7pp | 54.68%-39.3pp | 158.70%-143.3pp |
| Employer contribution / active EE | $4,562 | $3,052+49.5% | $2,732+67.0% | $2,705+68.6% |
| Participant deferral / active EE | $12,705 | $5,576+127.9% | $4,488+183.1% | $4,561+178.6% |
| Admin fee / account holder | $59 | $104-43.1% | $7,966-99.3% | $152-61.1% |