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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,956 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,388 |
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.
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 | $190,566 | $93,617+103.6% | $135,982+40.1% | $75,177+153.5% |
| Participation rate | 51.0% | 75.2%-24.2pp | 81.9%-30.9pp | 67.2%-16.2pp |
| Annual return | 22.44% | 30.89%-8.4pp | 68.32%-45.9pp | 160.75%-138.3pp |
| Employer contribution / active EE | $118 | $3,538-96.7% | $4,859-97.6% | $2,671-95.6% |
| Participant deferral / active EE | $8,277 | $6,406+29.2% | $7,760+6.7% | $4,126+100.6% |
| Admin fee / account holder | $273 | $6,980-96.1% | $10,767-97.5% | $5,651-95.2% |