Filed July 30, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,647 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,739 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,985 | $69,771-8.3% | $67,524-5.2% | $74,400-14.0% |
| Participation rate | 86.3% | 71.4%+15.0pp | 72.9%+13.4pp | 67.2%+19.1pp |
| Annual return | 16.47% | -40.49%+57.0pp | 3519.41%-3502.9pp | 1367.51%-1351.0pp |
| Employer contribution / active EE | $2,623 | $2,710-3.2% | $2,734-4.0% | $2,6240% |
| Participant deferral / active EE | $5,834 | $3,638+60.4% | $4,001+45.8% | $4,348+34.2% |
| Admin fee / account holder | $276 | $889-68.9% | $4,001-93.1% | $1,944-85.8% |