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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 1920 MAIN STREET, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $16,101 |
KKDLY LLC1 year Filed as: KKDLY CPAS LLC Service code 10 745 FORT STREET SUITE 2100 · HONOLULU, HI 96813 | Accounting | $15,916 |
Filed as: EMPOWER ANNUITY INSURANCE CO AMERIC Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,316 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,977 | $30,423+93.9% | $56,025+5.3% | $74,478-20.8% |
| Participation rate | 53.7% | 32.9%+20.8pp | 52.5%+1.2pp | 67.2%-13.5pp |
| Annual return | 17.13% | 24.97%-7.8pp | 1712.69%-1695.6pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $1,409 | $610+130.8% | $1,042+35.2% | $2,626-46.4% |
| Participant deferral / active EE | $3,468 | $1,176+194.8% | $1,955+77.4% | $4,350-20.3% |
| Admin fee / account holder | $257 | $2,363-89.1% | $2,828-90.9% | $1,946-86.8% |