Filed July 31, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 22 1600 UTICA AVE. S - FLOOR 6 · MINNEAPOLIS, MN 55416 | Insurance Broker | $18,609 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $12,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $76,699 | $63,346+21.1% | $92,240-16.8% | $70,126+9.4% |
| Participation rate | 97.3% | 68.7%+28.7pp | 76.5%+20.9pp | 69.5%+27.8pp |
| Annual return | 18.96% | 530.19%-511.2pp | 176.29%-157.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $3,886 | $2,471+57.3% | $3,680+5.6% | $2,343+65.9% |
| Participant deferral / active EE | $7,204 | $2,854+152.4% | $3,897+84.9% | $3,332+116.2% |
| Admin fee / account holder | $305 | $3,841-92.1% | $5,194-94.1% | $4,645-93.4% |