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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,892 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $39,916 | $68,412-41.7% | $94,679-57.8% | $75,181-46.9% |
| Participation rate | 78.7% | 76.1%+2.6pp | 80.8%-2.1pp | 67.2%+11.5pp |
| Annual return | -6.75% | 616.91%-623.7pp | 156.75%-163.5pp | 160.69%-167.4pp |
| Employer contribution / active EE | $392 | $2,701-85.5% | $3,673-89.3% | $2,671-85.3% |
| Participant deferral / active EE | $3,226 | $6,537-50.6% | $7,417-56.5% | $4,126-21.8% |
| Admin fee / account holder | $382 | $5,326-92.8% | $7,233-94.7% | $5,650-93.2% |