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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 99 · EIN 33-0818667 | Other Fees | $9,869 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 · EIN 95-1411037 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $15,955 | $47,977-66.7% | $154,108-89.6% | $56,289-71.7% |
| Participation rate | 45.2% | 66.2%-21.0pp | 83.0%-37.9pp | 69.9%-24.7pp |
| Annual return | -1.73% | 3.54%-5.3pp | 735.21%-736.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $647 | $2,169-70.2% | $5,298-87.8% | $2,111-69.4% |
| Participant deferral / active EE | $307 | $2,392-87.2% | $5,081-94.0% | $3,350-90.8% |
| Admin fee / account holder | $92 | $438-79.0% | $13,411-99.3% | $521-82.4% |