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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,933 | $105,200+90.1% | $159,474+25.4% | $85,847+132.9% |
| Participation rate | 58.9% | 75.8%-16.9pp | 82.8%-23.9pp | 69.3%-10.4pp |
| Annual return | 17.92% | 45.08%-27.2pp | 263.68%-245.8pp | 318.61%-300.7pp |
| Employer contribution / active EE | $11 | $3,319-99.7% | $4,831-99.8% | $2,565-99.6% |
| Participant deferral / active EE | $6,235 | $5,946+4.9% | $7,353-15.2% | $3,952+57.8% |
| Admin fee / account holder | $324 | $6,934-95.3% | $10,802-97.0% | $6,261-94.8% |