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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $91,480 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 16 · EIN 33-0818667 | Consulting | $47,395 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,119 | $61,125-57.3% | $108,582-75.9% | $63,975-59.2% |
| Participation rate | 67.2% | 80.5%-13.3pp | 79.6%-12.3pp | 71.1%-3.9pp |
| Annual return | 9.82% | 14.06%-4.2pp | -51.70%+61.5pp | 48.65%-38.8pp |
| Employer contribution / active EE | $905 | $2,237-59.5% | $3,758-75.9% | $2,182-58.5% |
| Participant deferral / active EE | $2,060 | $3,574-42.3% | $4,311-52.2% | $3,356-38.6% |
| Admin fee / account holder | $126 | $72+74.7% | $7,645-98.4% | $70+78.5% |