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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $37,578 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,225 |
SIKICH LLP1 year Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 15 · EIN 36-3168081 | Recordkeeping | $5,250 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $23,075 | $52,188-55.8% | $86,617-73.4% | $74,440-69.0% |
| Participation rate | 94.2% | 66.3%+27.9pp | 71.7%+22.5pp | 70.7%+23.4pp |
| Annual return | 17.04% | 44.46%-27.4pp | 591.91%-574.9pp | 34.37%-17.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,023-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,574 | $3,383+5.6% | $4,437-19.4% | $4,529-21.1% |
| Admin fee / account holder | $83 | $319-73.9% | $5,613-98.5% | $348-76.1% |