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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,158 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $39,665 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,911 | $81,948-63.5% | $90,756-67.0% | $64,814-53.9% |
| Participation rate | 94.0% | 80.5%+13.5pp | 75.7%+18.3pp | 71.5%+22.5pp |
| Annual return | -13.99% | -12.53%-1.5pp | -12.16%-1.8pp | 32.84%-46.8pp |
| Employer contribution / active EE | $1,549 | $3,067-49.5% | $2,922-47.0% | $2,507-38.2% |
| Participant deferral / active EE | $3,796 | $4,844-21.6% | $4,565-16.8% | $4,310-11.9% |
| Admin fee / account holder | $193 | $157+22.6% | $8,445-97.7% | $188+2.6% |