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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Consulting | $109,471 |
T ROWE PRICE RPS INC6 years Service code 37 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $34,030 |
TEMPLETON & COMPANY LLP3 years Filed as: TEMPLETON & COMPANY Service code 10 222 LAKEVIEW AVENUE, SUITE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $18,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,712 | $30,147+161.1% | $58,507+34.5% | $80,169-1.8% |
| Participation rate | 68.6% | 34.4%+34.2pp | 50.9%+17.8pp | 72.9%-4.3pp |
| Annual return | 19.61% | 21.97%-2.4pp | 4252.32%-4232.7pp | 40.39%-20.8pp |
| Employer contribution / active EE | $1,976 | $528+274.6% | $1,053+87.6% | $2,978-33.6% |
| Participant deferral / active EE | $4,029 | $1,249+222.6% | $1,922+109.6% | $5,016-19.7% |
| Admin fee / account holder | $76 | $195-60.9% | $2,486-96.9% | $145-47.5% |