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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $187,105 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,000 |
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 | $46,085 | $407,990-88.7% | $121,220-62.0% | $75,289-38.8% |
| Participation rate | 97.3% | 59.5%+37.8pp | 71.8%+25.6pp | 72.4%+24.9pp |
| Annual return | -5.72% | 2.93%-8.6pp | 16.94%-22.7pp | -0.04%-5.7pp |
| Employer contribution / active EE | $2,091 | $1,846+13.3% | $4,023-48.0% | $2,405-13.1% |
| Participant deferral / active EE | $5,929 | $2,201+169.4% | $3,345+77.2% | $3,739+58.6% |
| Admin fee / account holder | $166 | $455-63.5% | $5,021-96.7% | $102+62.5% |