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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,561 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,547 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,472 | $44,714+169.4% | $91,227+32.1% | $66,949+79.9% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.2%-6.5pp | 69.8%-3.2pp |
| Annual return | -18.77% | -12.25%-6.5pp | 114.14%-132.9pp | 1.57%-20.3pp |
| Employer contribution / active EE | $2,513 | $1,710+46.9% | $2,851-11.9% | $2,545-1.3% |
| Participant deferral / active EE | $4,214 | $3,355+25.6% | $4,234-0.5% | $4,239-0.6% |
| Admin fee / account holder | $434 | $521-16.8% | $5,423-92.0% | $594-27.0% |