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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 | $79,089+15.3% | $100,392-9.2% | $74,459+22.4% |
| Participation rate | 95.8% | 79.4%+16.4pp | 81.5%+14.3pp | 67.2%+28.6pp |
| Annual return | 15.79% | 20.61%-4.8pp | 49.45%-33.7pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $6,523 | $3,015+116.3% | $3,941+65.5% | $2,626+148.4% |
| Participant deferral / active EE | $12,786 | $7,747+65.0% | $8,090+58.1% | $4,350+194.0% |
| Admin fee / account holder | $244 | $1,336-81.8% | $7,904-96.9% | $1,945-87.5% |