Filed November 18, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,284 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $34,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,692 | $50,902+21.2% | $155,534-60.3% | $77,736-20.6% |
| Participation rate | 48.4% | 63.1%-14.7pp | 78.2%-29.8pp | 70.6%-22.2pp |
| Annual return | 11.85% | 34.85%-23.0pp | 64.92%-53.1pp | 31.26%-19.4pp |
| Employer contribution / active EE | $1,372 | $1,991-31.1% | $4,675-70.7% | $2,728-49.7% |
| Participant deferral / active EE | $2,198 | $2,824-22.2% | $5,630-61.0% | $4,651-52.7% |
| Admin fee / account holder | $236 | $437-46.1% | $15,900-98.5% | $433-45.6% |