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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: MJM401K INC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,192 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,948 | $89,355-1.6% | $141,162-37.7% | $72,985+20.5% |
| Participation rate | 88.8% | 75.1%+13.6pp | 82.5%+6.3pp | 69.5%+19.3pp |
| Annual return | 24.44% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2 | $3,114-99.9% | $4,735-100.0% | $2,440-99.9% |
| Participant deferral / active EE | $9,884 | $5,418+82.4% | $6,709+47.3% | $3,607+174.0% |
| Admin fee / account holder | $86 | $5,958-98.6% | $10,261-99.2% | $5,124-98.3% |