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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADV Service code 28 · EIN 33-0818667 | Investment Management | $53,000 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ MEMPHIS Service code 10 · EIN 34-1846498 | Accounting | $14,650 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 6.56% | 134.79%-128.2pp | 36.37%-29.8pp | 18.35%-11.8pp |
| Employer contribution / active EE | $42,857 | $12,114+253.8% | $37,223+15.1% | $14,669+192.2% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |