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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Advisory (Participants) | $52,120 |
T ROWE PRICE RPS INC1 year Service code 37 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $6,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,893 | $23,119+167.7% | $71,089-12.9% | $75,289-17.8% |
| Participation rate | 62.0% | 36.3%+25.7pp | 54.6%+7.4pp | 72.4%-10.4pp |
| Annual return | -3.37% | -3.32%-0.1pp | 650.65%-654.0pp | -0.04%-3.3pp |
| Employer contribution / active EE | $1,146 | $399+187.3% | $1,088+5.4% | $2,405-52.3% |
| Participant deferral / active EE | $2,833 | $960+195.0% | $1,873+51.3% | $3,739-24.2% |
| Admin fee / account holder | $38 | $89-57.5% | $3,082-98.8% | $102-62.8% |