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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,762 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $16,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,707 | $58,888-51.3% | $178,498-83.9% | $73,493-60.9% |
| Participation rate | 49.0% | 66.2%-17.2pp | 81.9%-32.9pp | 70.7%-21.7pp |
| Annual return | 7.49% | 24.86%-17.4pp | 151.09%-143.6pp | 28.51%-21.0pp |
| Employer contribution / active EE | $343 | $2,236-84.7% | $5,011-93.2% | $2,270-84.9% |
| Participant deferral / active EE | $1,229 | $2,568-52.1% | $5,202-76.4% | $3,740-67.1% |
| Admin fee / account holder | $143 | $400-64.2% | $13,985-99.0% | $513-72.1% |