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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,035 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $7,584 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,436 | $58,726-65.2% | $92,240-77.8% | $62,293-67.2% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.5%+21.3pp | 69.5%+28.3pp |
| Annual return | 136.65% | 43.62%+93.0pp | 176.29%-39.6pp | 28.90%+107.8pp |
| Employer contribution / active EE | $618 | $2,392-74.2% | $3,680-83.2% | $2,042-69.7% |
| Participant deferral / active EE | $3,529 | $2,766+27.6% | $3,897-9.4% | $3,169+11.3% |
| Admin fee / account holder | $98 | $556-82.3% | $5,194-98.1% | $479-79.5% |