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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,251 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $22,191 |
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.)
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 | $140,529 | $51,283+174.0% | $95,759+46.8% | $71,529+96.5% |
| Participation rate | 63.8% | 63.1%+0.7pp | 72.3%-8.5pp | 67.9%-4.2pp |
| Annual return | 17.96% | 25.25%-7.3pp | 28.42%-10.5pp | 28.97%-11.0pp |
| Employer contribution / active EE | $2,202 | $1,817+21.1% | $2,836-22.4% | $2,590-15.0% |
| Participant deferral / active EE | $3,591 | $3,365+6.7% | $4,244-15.4% | $4,291-16.3% |
| Admin fee / account holder | $448 | $1,135-60.5% | $5,678-92.1% | $1,588-71.8% |