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 | $268,688 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $86,204 |
MARCUM LLP2 years Service code 27 · EIN 11-1986323 | Advisory (Plan) | $14,990 |
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,025 | $104,631+18.5% | $98,462+26.0% | $80,187+54.7% |
| Participation rate | 98.5% | 87.5%+11.0pp | 75.2%+23.3pp | 72.9%+25.6pp |
| Annual return | 20.86% | 34.72%-13.9pp | 21.20%-0.3pp | 40.40%-19.5pp |
| Employer contribution / active EE | $4,115 | $4,517-8.9% | $3,049+35.0% | $2,980+38.1% |
| Participant deferral / active EE | $7,028 | $6,545+7.4% | $4,738+48.3% | $5,016+40.1% |
| Admin fee / account holder | $189 | $105+79.8% | $8,875-97.9% | $145+30.0% |