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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAPIENT PRIVATE WLTH MGMT SERV LLC Service code 27 · EIN 45-3264817 | Advisory (Plan) | $18,672 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,716 |
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 | $47,812 | $73,638-35.1% | $95,964-50.2% | $73,497-34.9% |
| Participation rate | 46.9% | 76.2%-29.3pp | 77.1%-30.2pp | 70.7%-23.8pp |
| Annual return | 14.58% | 16.78%-2.2pp | 91.64%-77.1pp | 28.51%-13.9pp |
| Employer contribution / active EE | $672 | $1,863-63.9% | $2,541-73.5% | $2,270-70.4% |
| Participant deferral / active EE | $1,405 | $3,617-61.2% | $4,167-66.3% | $3,740-62.4% |
| Admin fee / account holder | $187 | $482-61.3% | $6,797-97.3% | $513-63.6% |