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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $166,747 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 201 E JOHN CARPENTER FWY · IRVING, TX 75062 | Consulting | $36,057 |
HENRY & PETERS, PC1 year Filed as: HENRY & PETERS PC Service code 10 · EIN 75-1503978 | Accounting | $15,500 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 52-0181291 | Actuarial | $14,655 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 0.52% | 9.98%-9.5pp | 9.17%-8.7pp | 8.21%-7.7pp |
| Employer contribution / active EE | $0 | $11,917-100.0% | $40,523-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |