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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,941 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $6,614 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,640 | $71,526-90.7% | $98,450-93.3% | $71,495-90.7% |
| Participation rate | 91.1% | 72.7%+18.4pp | 75.2%+15.9pp | 67.9%+23.1pp |
| Annual return | 34.06% | 32.42%+1.6pp | 21.16%+12.9pp | 28.85%+5.2pp |
| Employer contribution / active EE | $1,123 | $2,400-53.2% | $3,049-63.2% | $2,589-56.6% |
| Participant deferral / active EE | $1,753 | $4,110-57.3% | $4,739-63.0% | $4,291-59.1% |
| Admin fee / account holder | $40 | $1,675-97.6% | $8,961-99.6% | $1,588-97.5% |