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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,609 |
STANCORP FINANCIAL GROUP1 year Service code 13 · EIN 93-1253576 | Contract Administrator | $26,386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,366 | $45,022-65.9% | $85,126-81.9% | $77,714-80.2% |
| Participation rate | 62.6% | 48.7%+13.9pp | 67.5%-5.0pp | 70.6%-8.0pp |
| Annual return | 17.85% | 79.38%-61.5pp | 66.63%-48.8pp | 31.26%-13.4pp |
| Employer contribution / active EE | $3,003 | $1,610+86.5% | $2,731+9.9% | $2,727+10.1% |
| Participant deferral / active EE | $1,241 | $2,811-55.8% | $4,523-72.6% | $4,649-73.3% |
| Admin fee / account holder | $65 | $913-92.9% | $6,160-99.0% | $433-85.1% |