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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $256,479 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $62,140 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $22,729 | $104,544-78.3% | $96,544-76.5% | $80,169-71.6% |
| Participation rate | 96.6% | 86.4%+10.2pp | 76.0%+20.6pp | 72.9%+23.7pp |
| Annual return | 17.40% | 21.79%-4.4pp | 25.88%-8.5pp | 40.39%-23.0pp |
| Employer contribution / active EE | $1,329 | $3,527-62.3% | $2,966-55.2% | $2,978-55.4% |
| Participant deferral / active EE | $4,398 | $6,170-28.7% | $4,851-9.3% | $5,016-12.3% |
| Admin fee / account holder | $108 | $107+0.7% | $8,254-98.7% | $145-25.7% |