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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 2995 WOODSIDE ROAD, SUITE 450 · WOODSIDE, CA 94062 | Advisory (Plan) | $37,953 |
Service code 11 · EIN 95-3654973 16303 VENTURA BLVD., SUITE 320 · ENCINO, CA 91436 | Actuarial | $7,500 |
Filed as: JOHN HANCOCK Service code 49 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Other Services | $982 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,198 | $85,199-45.8% | $57,196-19.2% | $63,975-27.8% |
| Participation rate | 70.8% | 74.0%-3.2pp | 75.3%-4.5pp | 71.1%-0.3pp |
| Annual return | 16.07% | 10.43%+5.6pp | 14.59%+1.5pp | 48.65%-32.6pp |
| Employer contribution / active EE | $1,574 | $3,446-54.3% | $2,683-41.3% | $2,182-27.8% |
| Participant deferral / active EE | $6,747 | $3,109+117.1% | $3,096+117.9% | $3,356+101.0% |
| Admin fee / account holder | $8 | $39-78.6% | $3,141-99.7% | $70-88.2% |