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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 | $57,073-67.9% | $85,126-78.5% | $80,925-77.3% |
| Participation rate | 88.9% | 56.4%+32.5pp | 67.5%+21.4pp | 67.7%+21.2pp |
| Annual return | 16.48% | 21.69%-5.2pp | 66.63%-50.2pp | 35.65%-19.2pp |
| Employer contribution / active EE | $2,697 | $1,801+49.8% | $2,731-1.2% | $2,756-2.1% |
| Participant deferral / active EE | $3,653 | $3,113+17.3% | $4,523-19.2% | $4,299-15.0% |
| Admin fee / account holder | $302 | $4,988-93.9% | $6,160-95.1% | $6,940-95.6% |