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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 99 · EIN 33-0818667 | Other Fees | $10,676 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,901 | $46,292-65.7% | $143,757-88.9% | $64,808-75.5% |
| Participation rate | 42.7% | 64.2%-21.5pp | 80.3%-37.6pp | 71.5%-28.8pp |
| Annual return | -15.35% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $786 | $1,910-58.8% | $4,951-84.1% | $2,506-68.6% |
| Participant deferral / active EE | $393 | $2,646-85.1% | $5,637-93.0% | $4,310-90.9% |
| Admin fee / account holder | $190 | $154+23.8% | $14,673-98.7% | $188+1.4% |