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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,028 | $67,984+8.9% | $65,493+13.0% | $74,304-0.4% |
| Participation rate | 89.4% | 66.3%+23.0pp | 73.1%+16.3pp | 60.3%+29.0pp |
| Annual return | 12.27% | 19.87%-7.6pp | 982.45%-970.2pp | 29.43%-17.2pp |
| Employer contribution / active EE | $2,932 | $2,491+17.7% | $2,574+13.9% | $2,241+30.8% |
| Participant deferral / active EE | $6,235 | $3,346+86.3% | $3,961+57.4% | $3,767+65.5% |
| Admin fee / account holder | $322 | $1,373-76.5% | $5,028-93.6% | $2,969-89.1% |