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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $14,901 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,095 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,199 | $72,177-18.0% | $115,037-48.5% | $59,633-0.7% |
| Participation rate | 55.6% | 72.6%-17.0pp | 81.4%-25.8pp | 68.7%-13.1pp |
| Annual return | -0.16% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $50 | $2,841-98.3% | $4,608-98.9% | $2,203-97.7% |
| Participant deferral / active EE | $5,394 | $4,783+12.8% | $6,026-10.5% | $3,192+69.0% |
| Admin fee / account holder | $253 | $4,927-94.9% | $8,175-96.9% | $4,297-94.1% |