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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,637 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $12,433 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,500 | $185,342-89.5% | $111,306-82.5% | $86,821-77.5% |
| Participation rate | 61.0% | 81.0%-19.9pp | 77.3%-16.3pp | 72.3%-11.3pp |
| Annual return | 25.06% | 500.80%-475.7pp | 54.67%-29.6pp | 97.94%-72.9pp |
| Employer contribution / active EE | $469 | $2,246-79.1% | $2,732-82.8% | $2,406-80.5% |
| Participant deferral / active EE | $2,264 | $4,458-49.2% | $4,488-49.6% | $4,132-45.2% |
| Admin fee / account holder | $109 | $255-57.2% | $7,966-98.6% | $170-35.6% |