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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,533 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,764 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,196 | $61,356+182.3% | $149,696+15.7% | $71,511+142.2% |
| Participation rate | 89.0% | 62.5%+26.5pp | 78.8%+10.3pp | 67.9%+21.1pp |
| Annual return | 18.29% | 35.86%-17.6pp | 134.46%-116.2pp | 28.86%-10.6pp |
| Employer contribution / active EE | $8,104 | $2,382+240.3% | $4,821+68.1% | $2,589+213.0% |
| Participant deferral / active EE | $5,875 | $2,920+101.2% | $5,682+3.4% | $4,291+36.9% |
| Admin fee / account holder | $312 | $1,263-75.3% | $13,212-97.6% | $1,588-80.3% |