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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $98,288 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $8,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,928 | $59,312-79.9% | $149,696-92.0% | $103,590-88.5% |
| Participation rate | 13.8% | 70.3%-56.5pp | 78.8%-65.0pp | 73.3%-59.6pp |
| Annual return | 25.25% | 78.03%-52.8pp | 134.46%-109.2pp | 33.13%-7.9pp |
| Employer contribution / active EE | $0 | $2,187-100.0% | $4,821-100.0% | $3,213-100.0% |
| Participant deferral / active EE | $656 | $3,719-82.4% | $5,682-88.4% | $5,214-87.4% |
| Admin fee / account holder | $85 | $103-16.9% | $13,212-99.4% | $114-25.2% |