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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,679 | $50,982+17.1% | $154,803-61.4% | $85,563-30.3% |
| Participation rate | 44.7% | 59.8%-15.1pp | 78.1%-33.4pp | 66.0%-21.3pp |
| Annual return | 15.55% | 30.35%-14.8pp | 58.88%-43.3pp | 31.51%-16.0pp |
| Employer contribution / active EE | $972 | $1,708-43.1% | $4,305-77.4% | $2,654-63.4% |
| Participant deferral / active EE | $2,176 | $2,474-12.1% | $5,540-60.7% | $4,375-50.3% |
| Admin fee / account holder | $39 | $846-95.3% | $14,329-99.7% | $834-95.3% |