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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $10,093 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC. Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $6,219 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,373 | $61,052-69.9% | $142,874-87.1% | $79,393-76.9% |
| Participation rate | 68.2% | 60.1%+8.0pp | 72.0%-3.8pp | 70.7%-2.6pp |
| Annual return | 11.05% | 16.02%-5.0pp | 5638.58%-5627.5pp | 116.87%-105.8pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,145-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,621 | $2,879-43.7% | $3,838-57.8% | $4,046-59.9% |
| Admin fee / account holder | $65 | $659-90.2% | $6,561-99.0% | $627-89.7% |