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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 99 · EIN 33-0818667 | Other Fees | $13,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,734 | $45,343-54.3% | $150,298-86.2% | $67,986-69.5% |
| Participation rate | 46.8% | 51.9%-5.0pp | 77.8%-31.0pp | 57.2%-10.4pp |
| Annual return | 15.91% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,026 | $1,462-29.8% | $4,154-75.3% | $2,019-49.2% |
| Participant deferral / active EE | $676 | $2,055-67.1% | $5,453-87.6% | $3,358-79.9% |
| Admin fee / account holder | $223 | $2,250-90.1% | $14,116-98.4% | $3,203-93.0% |