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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,243 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $13,037 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,207 | $84,233-29.7% | $170,442-65.3% | $70,131-15.6% |
| Participation rate | 36.9% | 70.8%-33.9pp | 83.6%-46.7pp | 69.5%-32.6pp |
| Annual return | 15.34% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | -$1 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,097 | $3,086-64.5% | $4,939-77.8% | $3,332-67.1% |
| Admin fee / account holder | $568 | $5,698-90.0% | $13,880-95.9% | $4,645-87.8% |