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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $101,962 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 50 · EIN 33-0818667 | Direct Payment | $33,000 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 25 · EIN 33-0818667 | Directed Trustee | $14,563 |
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 | $17,562 | $22,714-22.7% | $59,496-70.5% | $55,191-68.2% |
| Participation rate | 88.9% | 37.5%+51.4pp | 54.6%+34.3pp | 69.2%+19.7pp |
| Annual return | 1.27% | -44.01%+45.3pp | 182.05%-180.8pp | 10.78%-9.5pp |
| Employer contribution / active EE | $756 | $418+80.9% | $1,153-34.4% | $1,899-60.2% |
| Participant deferral / active EE | $1,867 | $843+121.4% | $1,829+2.1% | $3,046-38.7% |
| Admin fee / account holder | $160 | $83+92.4% | $2,232-92.8% | $91+76.6% |