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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $276,769 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $73,750 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,299 | $110,258-70.7% | $102,460-68.5% | $200,096-83.9% |
| Participation rate | 88.9% | 86.3%+2.6pp | 76.5%+12.4pp | 72.0%+16.9pp |
| Annual return | 12.75% | 35.78%-23.0pp | 29.47%-16.7pp | 34.26%-21.5pp |
| Employer contribution / active EE | $1,343 | $3,605-62.7% | $3,025-55.6% | $3,038-55.8% |
| Participant deferral / active EE | $4,563 | $6,377-28.4% | $5,056-9.8% | $5,090-10.3% |
| Admin fee / account holder | $153 | $122+24.8% | $9,460-98.4% | $269-43.3% |