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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $28,582 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,804 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,728 | $73,988+26.7% | $96,538-2.9% | $75,177+24.7% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 12.46% | 26.73%-14.3pp | 35.74%-23.3pp | 160.75%-148.3pp |
| Employer contribution / active EE | $1,910 | $2,930-34.8% | $3,740-48.9% | $2,671-28.5% |
| Participant deferral / active EE | $5,626 | $3,660+53.7% | $4,880+15.3% | $4,126+36.3% |
| Admin fee / account holder | $551 | $5,220-89.4% | $6,737-91.8% | $5,651-90.2% |