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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Consulting | $127,430 |
T ROWE PRICE RPS INC8 years Service code 37 · EIN 52-1309931 1307 POINT STREET · BALTIMORE, MD 21231 | Loan Processing | $50,187 |
TEMPLETON & COMPANY LLP5 years Filed as: TEMPLETON & COMPANY Service code 10 222 LAKEVIEW AVENUE, SUITE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $18,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,379 | $36,943+166.3% | $52,425+87.7% | $103,975-5.4% |
| Participation rate | 69.0% | 27.5%+41.4pp | 55.6%+13.4pp | 72.5%-3.5pp |
| Annual return | 13.65% | 17.59%-3.9pp | 302.12%-288.5pp | 19.41%-5.8pp |
| Employer contribution / active EE | $3,087 | $884+249.1% | $914+237.7% | $3,722-17.1% |
| Participant deferral / active EE | $4,706 | $1,347+249.5% | $1,790+162.9% | $5,343-11.9% |
| Admin fee / account holder | $90 | $508-82.2% | $2,495-96.4% | $332-72.8% |