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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,968 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $14,856 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,234 | $101,523-84.0% | $141,191-88.5% | $77,775-79.1% |
| Participation rate | 34.1% | 77.4%-43.2pp | 82.5%-48.3pp | 73.2%-39.1pp |
| Annual return | 411.23% | 56.22%+355.0pp | 71.41%+339.8pp | 32.58%+378.6pp |
| Employer contribution / active EE | $623 | $3,341-81.3% | $4,736-86.8% | $2,504-75.1% |
| Participant deferral / active EE | $1,163 | $6,434-81.9% | $6,710-82.7% | $3,966-70.7% |
| Admin fee / account holder | $57 | $92-37.5% | $10,264-99.4% | $100-42.9% |