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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $49,265 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,931 |
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 | $91,164 | $78,976+15.4% | $100,383-9.2% | $74,546+22.3% |
| Participation rate | 95.8% | 79.5%+16.3pp | 81.5%+14.3pp | 67.2%+28.6pp |
| Annual return | 15.79% | 20.62%-4.8pp | 49.26%-33.5pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $6,523 | $3,019+116.1% | $3,944+65.4% | $2,624+148.6% |
| Participant deferral / active EE | $12,786 | $7,758+64.8% | $8,086+58.1% | $4,347+194.1% |
| Admin fee / account holder | $244 | $1,330-81.7% | $7,900-96.9% | $1,944-87.5% |