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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 99 · EIN 33-0818667 | Other Fees | $4,476 |
Service code 99 | Other Fees | $0 |
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Employer contribution per participant 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 | $0 | $28,425,075-100.0% | $7,193,366-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 23.29% | 11.98%+11.3pp | 78.53%-55.2pp | 22.81%+0.5pp |
| Employer contribution / active EE | $5,632 | $19,973-71.8% | $31,607-82.2% | $18,290-69.2% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $101-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $226,166-100.0% | $75,389-100.0% | $85,222-100.0% |