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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,219 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $62,500 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ MHM, LLC Service code 15 · EIN 34-1846498 | Recordkeeping | $36,252 |
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.
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 | $58,821 | $47,202+24.6% | $93,654-37.2% | $99,061-40.6% |
| Participation rate | 7.2% | 57.3%-50.1pp | 68.7%-61.5pp | 71.6%-64.4pp |
| Annual return | 13.80% | 13.08%+0.7pp | 133.34%-119.5pp | 17.66%-3.9pp |
| Employer contribution / active EE | $0 | $1,134-100.0% | $2,421-100.0% | $3,261-100.0% |
| Participant deferral / active EE | $318 | $2,296-86.2% | $4,413-92.8% | $5,331-94.0% |
| Admin fee / account holder | $148 | $86+71.9% | $8,282-98.2% | $109+35.5% |