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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,517 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $14,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,330 | $57,140-67.9% | $85,240-78.5% | $80,959-77.4% |
| Participation rate | 88.9% | 56.4%+32.5pp | 67.5%+21.4pp | 67.7%+21.2pp |
| Annual return | 16.48% | 21.71%-5.2pp | 66.75%-50.3pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,697 | $1,802+49.7% | $2,735-1.4% | $2,757-2.2% |
| Participant deferral / active EE | $3,653 | $3,115+17.3% | $4,527-19.3% | $4,300-15.1% |
| Admin fee / account holder | $302 | $4,992-93.9% | $6,165-95.1% | $6,925-95.6% |