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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $125,357 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,638 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $49,052 | $72,303-32.2% | $86,698-43.4% | $64,819-24.3% |
| Participation rate | 98.1% | 80.4%+17.7pp | 76.6%+21.5pp | 71.5%+26.6pp |
| Annual return | -13.36% | 392.77%-406.1pp | 35.95%-49.3pp | 32.84%-46.2pp |
| Employer contribution / active EE | $1,500 | $2,393-37.3% | $2,837-47.1% | $2,507-40.2% |
| Participant deferral / active EE | $4,313 | $4,660-7.4% | $4,656-7.4% | $4,311+0.1% |
| Admin fee / account holder | $157 | $174-9.9% | $7,493-97.9% | $188-16.6% |