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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $176,402 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $75,523 |
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.
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 | $17,542 | $130,052-86.5% | $86,698-79.8% | $77,906-77.5% |
| Participation rate | 95.3% | 85.9%+9.3pp | 76.6%+18.7pp | 73.7%+21.6pp |
| Annual return | -2.25% | -12.73%+10.5pp | 35.96%-38.2pp | 12.16%-14.4pp |
| Employer contribution / active EE | $1,120 | $3,214-65.1% | $2,837-60.5% | $2,846-60.6% |
| Participant deferral / active EE | $3,633 | $5,741-36.7% | $4,656-22.0% | $4,805-24.4% |
| Admin fee / account holder | $81 | $132-38.9% | $7,492-98.9% | $133-39.2% |