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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $89,357 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,750 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,160 | $95,388-68.4% | $125,339-75.9% | $77,904-61.3% |
| Participation rate | 42.2% | 78.6%-36.4pp | 82.4%-40.1pp | 73.7%-31.4pp |
| Annual return | -13.08% | 116.19%-129.3pp | 572.05%-585.1pp | 12.21%-25.3pp |
| Employer contribution / active EE | $1,365 | $3,666-62.8% | $4,814-71.6% | $2,848-52.1% |
| Participant deferral / active EE | $2,716 | $7,711-64.8% | $7,446-63.5% | $4,806-43.5% |
| Admin fee / account holder | $107 | $119-10.1% | $10,010-98.9% | $133-19.4% |