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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $28,483 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $17,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,366 | $55,472-27.2% | $155,567-74.1% | $74,546-45.9% |
| Participation rate | 41.6% | 61.9%-20.3pp | 78.2%-36.6pp | 67.2%-25.7pp |
| Annual return | 8.89% | 268.72%-259.8pp | 64.74%-55.9pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $324 | $2,269-85.7% | $4,674-93.1% | $2,624-87.7% |
| Participant deferral / active EE | $1,187 | $2,838-58.2% | $5,628-78.9% | $4,347-72.7% |
| Admin fee / account holder | $190 | $1,743-89.1% | $15,916-98.8% | $1,944-90.2% |