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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $38,904 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,138 |
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 | $155,587 | $99,442+56.5% | $113,397+37.2% | $71,012+119.1% |
| Participation rate | 99.5% | 78.9%+20.6pp | 76.5%+23.0pp | 58.6%+41.0pp |
| Annual return | 19.50% | 17.93%+1.6pp | 23.20%-3.7pp | 37.67%-18.2pp |
| Employer contribution / active EE | $7,895 | $3,068+157.4% | $2,977+165.2% | $2,348+236.3% |
| Participant deferral / active EE | $14,044 | $4,915+185.7% | $5,076+176.7% | $3,246+332.7% |
| Admin fee / account holder | $62 | $535-88.3% | $11,957-99.5% | $1,167-94.7% |