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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $97,705 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $72,801 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,651 | $91,406-59.9% | $130,062-71.8% | $74,473-50.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 17.50% | 23.21%-5.7pp | -137.37%+154.9pp | 34.36%-16.9pp |
| Employer contribution / active EE | $3,023 | $2,565+17.9% | $4,322-30.1% | $2,638+14.6% |
| Participant deferral / active EE | $5,243 | $4,724+11.0% | $5,821-9.9% | $4,530+15.7% |
| Admin fee / account holder | $193 | $283-31.9% | $10,601-98.2% | $347-44.4% |