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| Provider | Service type | Compensation |
|---|---|---|
ECONOMIC GROUP PENSION SERVICES3+ years Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $0 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 99 · EIN 33-0818667 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,071 | $59,448-86.4% | $93,696-91.4% | $74,459-89.2% |
| Participation rate | 82.1% | 59.6%+22.5pp | 68.7%+13.4pp | 67.2%+14.9pp |
| Annual return | 11.23% | 82.11%-70.9pp | 133.74%-122.5pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $795 | $1,266-37.2% | $2,422-67.2% | $2,626-69.7% |
| Participant deferral / active EE | $2,619 | $3,052-14.2% | $4,417-40.7% | $4,350-39.8% |
| Admin fee / account holder | $131 | $3,027-95.7% | $8,287-98.4% | $1,945-93.3% |