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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $40,641 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $17,487 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,689 | $75,284-72.5% | $91,004-77.3% | $69,631-70.3% |
| Participation rate | 92.9% | 80.4%+12.5pp | 75.6%+17.3pp | 70.7%+22.2pp |
| Annual return | 18.49% | 48.40%-29.9pp | 4.60%+13.9pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,384 | $2,473-44.0% | $2,456-43.7% | $2,032-31.9% |
| Participant deferral / active EE | $2,880 | $3,700-22.2% | $3,548-18.8% | $3,224-10.7% |
| Admin fee / account holder | $149 | $111+34.5% | $5,417-97.3% | $110+34.6% |