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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 29 · EIN 33-0818667 | Legal | $25,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $22,739 |
ACTUARIAL BENEFITS CORP4 years Service code 49 · EIN 20-1054428 | Other Services | $14,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,475 | $50,956+32.4% | $96,570-30.1% | $86,821-22.3% |
| Participation rate | 36.3% | 65.2%-29.0pp | 69.8%-33.6pp | 72.3%-36.0pp |
| Annual return | 11.19% | 21.27%-10.1pp | 37.79%-26.6pp | 97.94%-86.7pp |
| Employer contribution / active EE | $268 | $1,111-75.9% | $2,357-88.6% | $2,406-88.9% |
| Participant deferral / active EE | $1,421 | $2,954-51.9% | $3,849-63.1% | $4,132-65.6% |
| Admin fee / account holder | $547 | $166+229.2% | $6,182-91.2% | $170+222.3% |