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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 99 · EIN 33-0818667 | Other Fees | $18,348 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,150 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,433 | $41,467-60.4% | $67,313-75.6% | $55,725-70.5% |
| Participation rate | 82.8% | 62.5%+20.3pp | 69.1%+13.7pp | 70.9%+11.9pp |
| Annual return | -5.16% | 0.82%-6.0pp | -4.08%-1.1pp | 244.93%-250.1pp |
| Employer contribution / active EE | $963 | $1,316-26.8% | $2,566-62.4% | $2,078-53.6% |
| Participant deferral / active EE | $2,950 | $2,399+23.0% | $3,568-17.3% | $3,356-12.1% |
| Admin fee / account holder | $9 | $102-91.6% | $4,507-99.8% | $115-92.6% |