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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,309 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $9,547 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,666 | $65,960-59.6% | $81,844-67.4% | $77,736-65.7% |
| Participation rate | 26.9% | 65.8%-38.9pp | 72.4%-45.5pp | 70.6%-43.7pp |
| Annual return | 12.03% | 26.64%-14.6pp | 778.87%-766.8pp | 31.26%-19.2pp |
| Employer contribution / active EE | $168 | $2,375-92.9% | $2,916-94.2% | $2,728-93.8% |
| Participant deferral / active EE | $1,350 | $3,505-61.5% | $4,323-68.8% | $4,651-71.0% |
| Admin fee / account holder | $206 | $526-60.8% | $7,355-97.2% | $433-52.4% |