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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 | $101,591+360.3% | $147,096+217.9% | $74,429+528.3% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.6pp | 67.2%+30.6pp |
| Annual return | 13.63% | 8746.45%-8732.8pp | 419.75%-406.1pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $16,987 | $3,813+345.6% | $4,936+244.2% | $2,625+547.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $253 | $1,750-85.5% | $13,005-98.1% | $1,944-87.0% |