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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $170,553 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GRP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $90,107 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,640 | $57,606-45.1% | $67,313-53.0% | $75,289-58.0% |
| Participation rate | 80.7% | 68.2%+12.5pp | 69.1%+11.6pp | 72.4%+8.3pp |
| Annual return | -3.14% | -0.47%-2.7pp | -4.08%+0.9pp | -0.04%-3.1pp |
| Employer contribution / active EE | $910 | $2,206-58.8% | $2,566-64.5% | $2,405-62.2% |
| Participant deferral / active EE | $3,435 | $3,195+7.5% | $3,568-3.7% | $3,739-8.1% |
| Admin fee / account holder | $189 | $83+128.0% | $4,507-95.8% | $102+84.4% |