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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,028 | $63,433+16.7% | $63,803+16.0% | $64,097+15.5% |
| Participation rate | 89.4% | 65.0%+24.3pp | 72.7%+16.7pp | 55.2%+34.2pp |
| Annual return | 12.27% | 20.74%-8.5pp | 543.72%-531.5pp | 34.64%-22.4pp |
| Employer contribution / active EE | $2,932 | $2,332+25.8% | $2,532+15.8% | $1,891+55.0% |
| Participant deferral / active EE | $6,235 | $3,119+99.9% | $3,843+62.2% | $3,080+102.4% |
| Admin fee / account holder | $322 | $1,489-78.4% | $5,196-93.8% | $3,454-90.7% |