Filed July 11, 2018 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $7,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,340 | $112,772-49.2% | $57,3570% | $59,188-3.1% |
| Participation rate | 63.8% | 71.3%-7.6pp | 75.1%-11.3pp | 69.4%-5.7pp |
| Annual return | 3.31% | 0.85%+2.5pp | 24.41%-21.1pp | 5.51%-2.2pp |
| Employer contribution / active EE | $1,018 | $3,400-70.1% | $2,689-62.2% | $2,098-51.5% |
| Participant deferral / active EE | $3,558 | $3,010+18.2% | $3,162+12.5% | $3,265+9.0% |
| Admin fee / account holder | $6 | $144-96.0% | $3,357-99.8% | $92-93.8% |