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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $223,891 |
Filed as: SAGEVIE 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 | $65,784 | $53,932+22.0% | $134,162-51.0% | $90,274-27.1% |
| Participation rate | 94.2% | 60.4%+33.8pp | 72.2%+22.0pp | 73.4%+20.8pp |
| Annual return | 15.16% | 23.16%-8.0pp | 36.35%-21.2pp | 53.97%-38.8pp |
| Employer contribution / active EE | $810 | $1,611-49.7% | $3,705-78.1% | $2,523-67.9% |
| Participant deferral / active EE | $5,965 | $2,432+145.2% | $3,500+70.4% | $4,231+41.0% |
| Admin fee / account holder | $184 | $104+77.9% | $6,685-97.2% | $114+61.6% |