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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAPIENT PRIVATE WLTH MGMT SERV LLC Service code 27 · EIN 45-3264817 | Advisory (Plan) | $16,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,815 | $65,378-43.7% | $87,103-57.7% | $65,186-43.5% |
| Participation rate | 43.7% | 75.3%-31.6pp | 76.9%-33.1pp | 70.2%-26.5pp |
| Annual return | 30.85% | 31.28%-0.4pp | 28.19%+2.7pp | 29.39%+1.5pp |
| Employer contribution / active EE | $616 | $1,823-66.2% | $2,521-75.6% | $2,177-71.7% |
| Participant deferral / active EE | $1,246 | $3,389-63.2% | $4,049-69.2% | $3,514-64.5% |
| Admin fee / account holder | $131 | $520-74.9% | $7,491-98.3% | $847-84.6% |