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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,695 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $9,058 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,203 | $85,135-65.7% | $98,920-70.5% | $73,412-60.2% |
| Participation rate | 92.1% | 81.1%+10.9pp | 76.0%+16.0pp | 72.2%+19.9pp |
| Annual return | 13.14% | 19.14%-6.0pp | 196.47%-183.3pp | 59.30%-46.2pp |
| Employer contribution / active EE | $1,441 | $2,721-47.0% | $2,689-46.4% | $2,234-35.5% |
| Participant deferral / active EE | $3,030 | $4,349-30.3% | $4,245-28.6% | $3,806-20.4% |
| Admin fee / account holder | $134 | $139-3.8% | $6,643-98.0% | $158-15.2% |