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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $26,396 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,207 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,036 | $55,446-38.6% | $155,574-78.1% | $74,429-54.3% |
| Participation rate | 94.9% | 61.9%+33.0pp | 78.2%+16.7pp | 67.2%+27.7pp |
| Annual return | 9.77% | 269.20%-259.4pp | 64.87%-55.1pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $1,420 | $2,266-37.3% | $4,676-69.6% | $2,625-45.9% |
| Participant deferral / active EE | $4,289 | $2,836+51.2% | $5,629-23.8% | $4,348-1.4% |
| Admin fee / account holder | $295 | $1,743-83.1% | $15,914-98.1% | $1,944-84.8% |