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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,517 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $12,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,161 | $65,125-30.7% | $143,797-68.6% | $66,949-32.5% |
| Participation rate | 49.1% | 65.2%-16.1pp | 80.3%-31.3pp | 69.8%-20.8pp |
| Annual return | -18.06% | -11.13%-6.9pp | -0.04%-18.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $443 | $2,362-81.3% | $4,952-91.1% | $2,545-82.6% |
| Participant deferral / active EE | $1,495 | $2,920-48.8% | $5,638-73.5% | $4,239-64.7% |
| Admin fee / account holder | $402 | $503-20.0% | $14,679-97.3% | $594-32.2% |