Filed July 30, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,484 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $22,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,164 | $60,989-19.4% | $60,874-19.2% | $66,914-26.5% |
| Participation rate | 64.6% | 74.5%-9.9pp | 73.1%-8.6pp | 69.8%-5.2pp |
| Annual return | -14.32% | -9.60%-4.7pp | 16.90%-31.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,876 | $2,661-29.5% | $2,701-30.5% | $2,544-26.3% |
| Participant deferral / active EE | $4,018 | $3,615+11.2% | $3,817+5.3% | $4,237-5.2% |
| Admin fee / account holder | $297 | $338-12.3% | $3,224-90.8% | $593-50.0% |