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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $20,490 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,766 |
MITCHELL & TITUS, LLP4 years Filed as: MITCHELL & TITUS LLP Service code 10 ONE BATTERY PARK PLAZA 27TH FL · NEW YORK, NY 10004 | Accounting | $9,625 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,888 |
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 | $45,405 | $46,689-2.8% | $117,490-61.4% | $68,498-33.7% |
| Participation rate | 80.9% | 56.8%+24.1pp | 70.6%+10.3pp | 67.9%+13.0pp |
| Annual return | -12.94% | -14.52%+1.6pp | 29.75%-42.7pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,816 | $1,505+20.6% | $4,177-56.5% | $2,596-30.1% |
| Participant deferral / active EE | $4,339 | $2,637+64.5% | $4,071+6.6% | $4,027+7.7% |
| Admin fee / account holder | $275 | $4,021-93.2% | $5,646-95.1% | $5,403-94.9% |