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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $23,796 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,360 |
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 | $29,967 | $61,338-51.1% | $149,717-80.0% | $71,495-58.1% |
| Participation rate | 91.5% | 62.5%+28.9pp | 78.8%+12.7pp | 67.9%+23.5pp |
| Annual return | 12.13% | 35.86%-23.7pp | 134.41%-122.3pp | 28.85%-16.7pp |
| Employer contribution / active EE | $1,296 | $2,381-45.6% | $4,820-73.1% | $2,589-50.0% |
| Participant deferral / active EE | $3,706 | $2,919+26.9% | $5,682-34.8% | $4,291-13.6% |
| Admin fee / account holder | $255 | $1,263-79.8% | $13,213-98.1% | $1,588-83.9% |