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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,823 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,705 |
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.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,096 | $138,114+13.7% | $125,391+25.3% | $134,545+16.8% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-4.0pp |
| Annual return | -19.93% | 750.88%-770.8pp | 572.41%-592.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $336 | $5,246-93.6% | $4,816-93.0% | $4,742-92.9% |
| Participant deferral / active EE | $14,877 | $7,801+90.7% | $7,448+99.7% | $6,401+132.4% |
| Admin fee / account holder | $310 | $11,570-97.3% | $10,009-96.9% | $11,431-97.3% |