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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 | $65,084+13.7% | $67,681+9.4% | $64,340+15.1% |
| Participation rate | 89.4% | 66.7%+22.6pp | 73.7%+15.6pp | 55.2%+34.1pp |
| Annual return | 12.27% | 20.50%-8.2pp | 590.58%-578.3pp | 24.14%-11.9pp |
| Employer contribution / active EE | $2,932 | $2,398+22.3% | $2,678+9.5% | $1,862+57.5% |
| Participant deferral / active EE | $6,235 | $3,210+94.2% | $3,976+56.8% | $2,980+109.2% |
| Admin fee / account holder | $322 | $1,415-77.2% | $6,100-94.7% | $3,703-91.3% |