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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,829 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,640 | $56,443-17.4% | $83,831-44.4% | $55,725-16.3% |
| Participation rate | 48.8% | 72.0%-23.2pp | 76.1%-27.3pp | 70.9%-22.0pp |
| Annual return | -3.17% | 393.67%-396.8pp | 850.99%-854.2pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,115 | $2,682-58.4% | $3,631-69.3% | $2,078-46.3% |
| Participant deferral / active EE | $3,305 | $2,965+11.5% | $4,082-19.0% | $3,356-1.5% |
| Admin fee / account holder | $309 | $156+97.8% | $5,479-94.4% | $115+168.3% |