Filed February 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $294,484 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $177,534 |
Filed as: CBIZ CPAS P.C. Service code 27 · EIN 43-1947685 | Advisory (Plan) | $15,500 |
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 | $151,642 | $118,945+27.5% | $115,599+31.2% | $100,573+50.8% |
| Participation rate | 98.5% | 85.7%+12.8pp | 74.3%+24.2pp | 70.9%+27.6pp |
| Annual return | 14.89% | 13.64%+1.3pp | 111.10%-96.2pp | 18.89%-4.0pp |
| Employer contribution / active EE | $4,478 | $3,798+17.9% | $2,955+51.5% | $3,763+19.0% |
| Participant deferral / active EE | $7,312 | $6,626+10.3% | $4,889+49.5% | $4,921+48.6% |
| Admin fee / account holder | $246 | $109+125.3% | $12,841-98.1% | $454-45.7% |