Filed January 2, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 16 1920 MAIN ST. · IRVINE, CA 92614 | Consulting | $301,611 |
Service code 11 · EIN 13-3689044 | Actuarial | $152,250 |
WELLS FARGO BANK, N.A.3+ years Service code 15 200 WOODLAND PRIME 1ST · MENOMONEE FALLS, WI 53051 | Recordkeeping | $10,358 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $451,207-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.0%-35.0pp | 0.0%0pp |
| Annual return | 8.47% | 17.84%-9.4pp | 8.77%-0.3pp | 17.84%-9.4pp |
| Employer contribution / active EE | $7,230 | $14,688-50.8% | $36,356-80.1% | $14,688-50.8% |
| Participant deferral / active EE | $0 | $770-100.0% | $68-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $3,635-100.0% | - |