Filed October 31, 2022
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,280 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $51,728 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,267 | $31,741+96.2% | $56,025+11.1% | $200,096-68.9% |
| Participation rate | 27.8% | 32.3%-4.5pp | 52.5%-24.7pp | 72.0%-44.2pp |
| Annual return | 13.34% | 14.72%-1.4pp | 1712.69%-1699.3pp | 34.26%-20.9pp |
| Employer contribution / active EE | $748 | $508+47.4% | $1,042-28.2% | $3,038-75.4% |
| Participant deferral / active EE | $1,701 | $1,184+43.6% | $1,955-13.0% | $5,090-66.6% |
| Admin fee / account holder | $310 | $426-27.2% | $2,828-89.0% | $269+15.3% |