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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $58,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,286 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,018 | $51,878+100.5% | $68,368+52.1% | $79,634+30.6% |
| Participation rate | 85.3% | 53.7%+31.6pp | 73.8%+11.5pp | 62.5%+22.8pp |
| Annual return | 17.38% | 137.43%-120.0pp | 292.57%-275.2pp | 36.46%-19.1pp |
| Employer contribution / active EE | $3,846 | $1,931+99.1% | $2,649+45.2% | $2,529+52.1% |
| Participant deferral / active EE | $8,524 | $2,577+230.7% | $4,123+106.8% | $3,835+122.3% |
| Admin fee / account holder | $316 | $942-66.4% | $5,150-93.9% | $1,002-68.4% |