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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $43,563 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,465 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,345 | $69,511-11.7% | $94,664-35.2% | $71,511-14.2% |
| Participation rate | 99.6% | 78.4%+21.1pp | 80.8%+18.7pp | 67.9%+31.6pp |
| Annual return | 24.76% | 29.67%-4.9pp | 156.84%-132.1pp | 28.86%-4.1pp |
| Employer contribution / active EE | $6,511 | $2,853+128.2% | $3,673+77.3% | $2,589+151.5% |
| Participant deferral / active EE | $14,538 | $7,348+97.9% | $7,417+96.0% | $4,291+238.8% |
| Admin fee / account holder | $168 | $1,211-86.1% | $7,222-97.7% | $1,588-89.4% |