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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,761 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,989 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $182,838 | $52,967+245.2% | $172,753+5.8% | $65,186+180.5% |
| Participation rate | 89.9% | 66.2%+23.7pp | 82.6%+7.3pp | 70.2%+19.7pp |
| Annual return | 23.39% | 30.12%-6.7pp | 803.00%-779.6pp | 29.39%-6.0pp |
| Employer contribution / active EE | $7,945 | $2,190+262.8% | $5,144+54.5% | $2,177+265.0% |
| Participant deferral / active EE | $4,998 | $2,471+102.3% | $5,198-3.9% | $3,514+42.2% |
| Admin fee / account holder | $469 | $472-0.7% | $13,956-96.6% | $847-44.7% |