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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $94,827 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,634 | $107,415-60.3% | $135,974-68.6% | $80,157-46.8% |
| Participation rate | 50.9% | 78.0%-27.2pp | 81.9%-31.1pp | 72.9%-22.1pp |
| Annual return | 19.38% | 91.99%-72.6pp | 68.30%-48.9pp | 40.39%-21.0pp |
| Employer contribution / active EE | $1,978 | $3,878-49.0% | $4,859-59.3% | $2,977-33.6% |
| Participant deferral / active EE | $3,983 | $8,189-51.4% | $7,760-48.7% | $5,015-20.6% |
| Admin fee / account holder | $125 | $127-1.3% | $10,767-98.8% | $145-13.5% |