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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC9 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $100,718 |
CARLSON QUINN9 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $38,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $415,196 | $55,446+648.8% | $155,574+166.9% | $74,429+457.8% |
| Participation rate | 68.7% | 61.9%+6.8pp | 78.2%-9.5pp | 67.2%+1.5pp |
| Annual return | -32.66% | 269.20%-301.9pp | 64.87%-97.5pp | 1368.38%-1401.0pp |
| Employer contribution / active EE | $20,167 | $2,266+789.9% | $4,676+331.3% | $2,625+668.3% |
| Participant deferral / active EE | $14,632 | $2,836+416.0% | $5,629+159.9% | $4,348+236.5% |
| Admin fee / account holder | $1,772 | $1,743+1.7% | $15,914-88.9% | $1,944-8.8% |