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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $101,569 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,542 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,966 | $106,028-54.8% | $146,958-67.4% | $77,643-38.2% |
| Participation rate | 54.3% | 78.4%-24.1pp | 82.2%-27.9pp | 70.6%-16.3pp |
| Annual return | 12.59% | 56.73%-44.1pp | 418.34%-405.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,968 | $4,063-51.6% | $4,933-60.1% | $2,726-27.8% |
| Participant deferral / active EE | $3,726 | $7,990-53.4% | $8,070-53.8% | $4,647-19.8% |
| Admin fee / account holder | $175 | $337-48.2% | $12,998-98.7% | $430-59.4% |