| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $168,205 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 16 · EIN 33-0818667 | Consulting | $106,081 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $56,600 |
K&L GATES5+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $32,949 |
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 | $184,051 | $104,544+76.1% | $96,564+90.6% | $80,187+129.5% |
| Participation rate | 98.7% | 86.4%+12.3pp | 76.0%+22.7pp | 72.9%+25.7pp |
| Annual return | 20.24% | 21.79%-1.6pp | 25.89%-5.6pp | 40.40%-20.2pp |
| Employer contribution / active EE | $5,705 | $3,527+61.7% | $2,967+92.3% | $2,980+91.5% |
| Participant deferral / active EE | $15,610 | $6,170+153.0% | $4,852+221.7% | $5,016+211.2% |
| Admin fee / account holder | $54 | $107-49.1% | $8,256-99.3% | $145-62.5% |