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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 99 · EIN 33-0818667 | Other Fees | $14,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $14,284 | $62,928-77.3% | $172,752-91.7% | $67,579-78.9% |
| Participation rate | 43.0% | 64.5%-21.5pp | 82.6%-39.7pp | 71.3%-28.3pp |
| Annual return | 16.42% | 30.36%-13.9pp | 802.97%-786.6pp | 378.56%-362.1pp |
| Employer contribution / active EE | $599 | $1,636-63.4% | $5,144-88.3% | $2,148-72.1% |
| Participant deferral / active EE | $257 | $2,145-88.0% | $5,198-95.1% | $3,539-92.8% |
| Admin fee / account holder | $153 | $167-8.1% | $13,955-98.9% | $142+7.6% |