Filed August 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 51-0492818 | Advisory (Participants) | $13,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,022 | $101,317-87.1% | $146,958-91.1% | $74,495-82.5% |
| Participation rate | 43.6% | 75.5%-32.0pp | 82.2%-38.6pp | 67.2%-23.6pp |
| Annual return | 45.48% | 8730.91%-8685.4pp | 418.34%-372.9pp | 1364.94%-1319.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,739 | $7,303-76.2% | $8,070-78.5% | $4,346-60.0% |
| Admin fee / account holder | $84 | $1,739-95.1% | $12,998-99.4% | $1,942-95.7% |