Filed February 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,412 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,431 |
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 | $59,679 | $46,464+28.4% | $150,298-60.3% | $79,634-25.1% |
| Participation rate | 44.7% | 57.0%-12.3pp | 77.8%-33.1pp | 62.5%-17.8pp |
| Annual return | 15.55% | 27.89%-12.3pp | 62.79%-47.2pp | 36.46%-20.9pp |
| Employer contribution / active EE | $972 | $1,512-35.7% | $4,154-76.6% | $2,529-61.6% |
| Participant deferral / active EE | $2,176 | $2,157+0.9% | $5,453-60.1% | $3,835-43.3% |
| Admin fee / account holder | $39 | $891-95.6% | $14,116-99.7% | $1,002-96.1% |