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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $175,392 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $32,644 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,830 | $81,301-87.9% | $76,119-87.1% | $199,960-95.1% |
| Participation rate | 93.9% | 70.1%+23.8pp | 69.1%+24.8pp | 72.0%+21.9pp |
| Annual return | 16.03% | 16.31%-0.3pp | 361.25%-345.2pp | 34.28%-18.3pp |
| Employer contribution / active EE | $357 | $3,352-89.3% | $2,693-86.7% | $3,036-88.2% |
| Participant deferral / active EE | $2,493 | $4,721-47.2% | $4,259-41.5% | $5,087-51.0% |
| Admin fee / account holder | $123 | $145-15.1% | $6,421-98.1% | $269-54.3% |