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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $71,948 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $21,061 |
JGD & ASSOCIATES LLP1+ years Service code 10 5355 MIRA SORRENTO PL. · SAN DIEGO, CA 921213825 | Accounting | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $467,631 | $101,499+360.7% | $147,005+218.1% | $74,546+527.3% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.6pp |
| Annual return | 13.63% | 8732.34%-8718.7pp | 418.76%-405.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $16,987 | $3,811+345.7% | $4,934+244.3% | $2,624+547.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $253 | $1,748-85.5% | $13,006-98.1% | $1,944-87.0% |