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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 99 · EIN 33-0818667 | Other Fees | $14,441 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,683 | $52,293-66.2% | $178,499-90.1% | $73,412-75.9% |
| Participation rate | 46.5% | 65.3%-18.9pp | 81.9%-35.5pp | 72.2%-25.7pp |
| Annual return | 12.88% | 34.75%-21.9pp | 151.10%-138.2pp | 59.30%-46.4pp |
| Employer contribution / active EE | $691 | $1,735-60.2% | $5,011-86.2% | $2,234-69.1% |
| Participant deferral / active EE | $273 | $2,332-88.3% | $5,202-94.8% | $3,806-92.8% |
| Admin fee / account holder | $142 | $127+11.9% | $13,986-99.0% | $158-9.8% |