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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORS Service code 16 · EIN 33-0818667 | Consulting | $27,000 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,482 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $98,273 | $105,623-7.0% | $87,502+12.3% | $273,972-64.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.25% | 12.26%-5.0pp | 12.21%-5.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $8,544 | $3,141+172.0% | $2,550+235.1% | $4,869+75.5% |
| Participant deferral / active EE | $13,479 | $3,601+274.3% | $3,149+328.1% | $5,287+154.9% |
| Admin fee / account holder | $513 | $4,781-89.3% | $4,221-87.9% | $10,133-94.9% |