Filed April 30, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Inv... | $97,460 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $32,275 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,282 | $89,739-22.8% | $149,721-53.7% | $62,293+11.2% |
| Participation rate | 97.2% | 85.1%+12.1pp | 87.1%+10.1pp | 69.5%+27.6pp |
| Annual return | 13.98% | 21.01%-7.0pp | 1501.67%-1487.7pp | 28.90%-14.9pp |
| Employer contribution / active EE | $4,455 | $3,233+37.8% | $5,444-18.2% | $2,042+118.1% |
| Participant deferral / active EE | $3,828 | $4,797-20.2% | $6,568-41.7% | $3,169+20.8% |
| Admin fee / account holder | $473 | $551-14.1% | $11,282-95.8% | $479-1.2% |