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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 | $67,594+9.5% | $77,361-4.3% | $69,733+6.2% |
| Participation rate | 89.4% | 71.7%+17.7pp | 75.0%+14.4pp | 62.5%+26.9pp |
| Annual return | 12.27% | 19.20%-6.9pp | 1011.54%-999.3pp | 15.22%-3.0pp |
| Employer contribution / active EE | $2,932 | $2,649+10.7% | $2,990-1.9% | $2,250+30.3% |
| Participant deferral / active EE | $6,235 | $3,401+83.3% | $3,911+59.4% | $3,054+104.1% |
| Admin fee / account holder | $322 | $1,159-72.2% | $5,894-94.5% | $3,102-89.6% |