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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 | Advisory (Participants) | $8,195 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,592 | $119,446-75.2% | $150,045-80.3% | $85,563-65.4% |
| Participation rate | 80.0% | 75.4%+4.6pp | 82.3%-2.3pp | 66.0%+14.0pp |
| Annual return | 21.94% | 23.72%-1.8pp | 62.55%-40.6pp | 31.51%-9.6pp |
| Employer contribution / active EE | $6 | $4,078-99.8% | $4,693-99.9% | $2,654-99.8% |
| Participant deferral / active EE | $4,197 | $7,985-47.4% | $7,997-47.5% | $4,375-4.1% |
| Admin fee / account holder | $46 | $548-91.5% | $13,435-99.7% | $834-94.4% |