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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $35,766 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,325 | $75,183-43.7% | $123,894-65.8% | $55,167-23.3% |
| Participation rate | 54.6% | 72.8%-18.2pp | 81.4%-26.8pp | 69.0%-14.4pp |
| Annual return | 12.30% | 19.01%-6.7pp | 47.52%-35.2pp | 169.23%-156.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,268 | $5,084+42.9% | $5,984+21.5% | $3,054+138.0% |
| Admin fee / account holder | $261 | $663-60.6% | $8,357-96.9% | $504-48.2% |