Filed July 30, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,329 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $29,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,028 | $64,705+14.4% | $62,929+17.6% | $67,986+8.9% |
| Participation rate | 89.4% | 65.6%+23.8pp | 73.1%+16.3pp | 57.2%+32.2pp |
| Annual return | 12.27% | 20.31%-8.0pp | 1063.93%-1051.7pp | 31.67%-19.4pp |
| Employer contribution / active EE | $2,932 | $2,376+23.4% | $2,505+17.1% | $2,019+45.3% |
| Participant deferral / active EE | $6,235 | $3,198+95.0% | $3,888+60.3% | $3,358+85.7% |
| Admin fee / account holder | $322 | $1,428-77.4% | $5,065-93.6% | $3,203-89.9% |