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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $47,545 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,186 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,091 | $79,089+161.8% | $100,392+106.3% | $74,459+178.1% |
| Participation rate | 95.6% | 79.4%+16.2pp | 81.5%+14.1pp | 67.2%+28.4pp |
| Annual return | 13.11% | 20.61%-7.5pp | 49.45%-36.3pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $3,828 | $3,015+26.9% | $3,941-2.9% | $2,626+45.8% |
| Participant deferral / active EE | $14,321 | $7,747+84.8% | $8,090+77.0% | $4,350+229.2% |
| Admin fee / account holder | $308 | $1,336-76.9% | $7,904-96.1% | $1,945-84.2% |