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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 | $8,673 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,914 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,127 | $44,425-32.2% | $67,834-55.6% | $55,167-45.4% |
| Participation rate | 34.3% | 59.7%-25.4pp | 68.8%-34.5pp | 69.0%-34.7pp |
| Annual return | 5.00% | 17.80%-12.8pp | 138.47%-133.5pp | 169.23%-164.2pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,817 | $2,166-16.1% | $3,160-42.5% | $3,054-40.5% |
| Admin fee / account holder | $176 | $530-66.9% | $4,622-96.2% | $504-65.2% |