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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $19,624 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,232 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,208 | $58,888-47.0% | $178,499-82.5% | $73,493-57.5% |
| Participation rate | 93.9% | 66.2%+27.7pp | 81.9%+12.0pp | 70.7%+23.2pp |
| Annual return | 13.98% | 24.86%-10.9pp | 151.10%-137.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,245 | $2,236-44.3% | $5,011-75.2% | $2,270-45.1% |
| Participant deferral / active EE | $3,886 | $2,568+51.3% | $5,202-25.3% | $3,740+3.9% |
| Admin fee / account holder | $244 | $400-39.0% | $13,986-98.3% | $513-52.4% |