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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 | Advisory (Plan) | $20,118 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 13 · EIN 04-1590850 | Contract Administrator | $11,375 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 6.10% | 16.85%-10.7pp | 5.44%+0.7pp | 11.88%-5.8pp |
| Employer contribution / active EE | $4,375 | $10,313-57.6% | $25,481-82.8% | $14,612-70.1% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |