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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $43,040 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,037 |
Service code 15 · EIN 38-3133790 | Recordkeeping | $11,000 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,173 | $54,245+49.6% | $93,727-13.4% | $77,762+4.4% |
| Participation rate | 51.7% | 63.9%-12.2pp | 68.7%-17.0pp | 70.6%-18.9pp |
| Annual return | 11.20% | 30.58%-19.4pp | 133.83%-122.6pp | 31.27%-20.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,672 | $3,144+80.4% | $4,417+28.4% | $4,651+22.0% |
| Admin fee / account holder | $430 | $575-25.3% | $8,292-94.8% | $433-0.8% |