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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 27 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $110,666 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP. LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $34,000 |
Service code 10 · EIN 95-4345526 | Accounting | $14,500 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $4,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $723,835 | $47,173+1434.4% | $149,740+383.4% | $74,478+871.9% |
| Participation rate | 93.2% | 63.4%+29.8pp | 78.8%+14.5pp | 70.7%+22.5pp |
| Annual return | 17.51% | 22.75%-5.2pp | 134.51%-117.0pp | 34.37%-16.9pp |
| Employer contribution / active EE | $35,083 | $1,903+1743.5% | $4,821+627.7% | $2,637+1230.5% |
| Participant deferral / active EE | $17,825 | $2,730+553.0% | $5,683+213.6% | $4,530+293.5% |
| Admin fee / account holder | $521 | $343+51.8% | $13,222-96.1% | $347+50.1% |