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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $26,845 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,782 | $42,367+15.1% | $79,583-38.7% | $64,824-24.7% |
| Participation rate | 97.1% | 64.7%+32.4pp | 69.5%+27.6pp | 71.5%+25.6pp |
| Annual return | 10.37% | -12.24%+22.6pp | 0.16%+10.2pp | 32.84%-22.5pp |
| Employer contribution / active EE | $201 | $1,181-82.9% | $2,414-91.7% | $2,507-92.0% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $30 | $160-81.5% | $6,835-99.6% | $188-84.2% |