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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $64,413 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $20,935 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return 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.
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 | $20,246 | $65,223-69.0% | $80,022-74.7% | $55,725-63.7% |
| Participation rate | 96.9% | 80.6%+16.3pp | 75.8%+21.1pp | 70.9%+26.0pp |
| Annual return | -7.15% | 7.59%-14.7pp | 11.22%-18.4pp | 244.93%-252.1pp |
| Employer contribution / active EE | $1,547 | $2,544-39.2% | $2,468-37.3% | $2,078-25.6% |
| Participant deferral / active EE | $3,326 | $3,881-14.3% | $3,686-9.8% | $3,356-0.9% |
| Admin fee / account holder | $201 | $114+76.3% | $6,521-96.9% | $115+74.8% |