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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $42,230 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,165 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,715 | $89,093-3.8% | $102,434-16.3% | $77,736+10.3% |
| Participation rate | 97.9% | 80.9%+16.9pp | 76.5%+21.4pp | 70.6%+27.3pp |
| Annual return | 19.54% | 25.03%-5.5pp | 29.46%-9.9pp | 31.26%-11.7pp |
| Employer contribution / active EE | $799 | $2,699-70.4% | $3,023-73.6% | $2,728-70.7% |
| Participant deferral / active EE | $14,663 | $5,147+184.9% | $5,055+190.1% | $4,651+215.3% |
| Admin fee / account holder | $158 | $236-33.0% | $9,462-98.3% | $433-63.5% |