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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $58,633 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,943 |
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 | $76,267 | $79,169-3.7% | $100,415-24.0% | $74,478+2.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 19.36% | 20.51%-1.2pp | 49.47%-30.1pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $6,570 | $3,017+117.8% | $3,943+66.6% | $2,626+150.2% |
| Participant deferral / active EE | $14,180 | $7,751+82.9% | $8,091+75.3% | $4,350+226.0% |
| Admin fee / account holder | $226 | $1,337-83.1% | $7,906-97.1% | $1,946-88.4% |