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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 27 1920 MAIN STREET, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $12,937 |
Filed as: EMPOWER ANNUITY INSURANCE CO AMERIC Service code 64 | Recordkeeping Fees | $8,968 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,081 |
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 | $52,660 | $27,800+89.4% | $58,561-10.1% | $71,511-26.4% |
| Participation rate | 49.8% | 34.6%+15.2pp | 50.9%-1.1pp | 67.9%-18.2pp |
| Annual return | 16.94% | 26.80%-9.9pp | 4251.33%-4234.4pp | 28.86%-11.9pp |
| Employer contribution / active EE | $1,436 | $632+127.4% | $1,053+36.3% | $2,589-44.5% |
| Participant deferral / active EE | $3,830 | $1,208+217.0% | $1,923+99.2% | $4,291-10.7% |
| Admin fee / account holder | $152 | $1,637-90.7% | $2,520-94.0% | $1,588-90.4% |