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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $268,336 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $28,326 |
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,779 | $51,785-9.7% | $112,270-58.3% | $89,433-47.7% |
| Participation rate | 30.6% | 82.2%-51.6pp | 75.1%-44.5pp | 71.3%-40.7pp |
| Annual return | -10.73% | -11.06%+0.3pp | 27.49%-38.2pp | -11.88%+1.2pp |
| Employer contribution / active EE | $1,198 | $3,782-68.3% | $3,635-67.1% | $3,021-60.4% |
| Participant deferral / active EE | $2,191 | $3,425-36.0% | $4,729-53.7% | $5,125-57.3% |
| Admin fee / account holder | $56 | $102-45.3% | $6,411-99.1% | $79-30.0% |