Filed July 30, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,034 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,517 |
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 | $55,454 | $65,582-15.4% | $64,099-13.5% | $71,495-22.4% |
| Participation rate | 83.6% | 73.2%+10.4pp | 72.3%+11.3pp | 67.9%+15.7pp |
| Annual return | 14.76% | 18.96%-4.2pp | 33.70%-18.9pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,722 | $2,671+1.9% | $2,748-0.9% | $2,589+5.1% |
| Participant deferral / active EE | $5,070 | $3,628+39.7% | $3,881+30.6% | $4,291+18.2% |
| Admin fee / account holder | $246 | $616-60.1% | $3,070-92.0% | $1,588-84.5% |