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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $38,597 |
CARLSON QUINN10+ years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $22,012 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $417,530 | $45,343+820.8% | $150,298+177.8% | $67,986+514.1% |
| Participation rate | 98.6% | 51.9%+46.7pp | 77.8%+20.8pp | 57.2%+41.4pp |
| Annual return | 15.26% | 33.28%-18.0pp | 62.79%-47.5pp | 31.67%-16.4pp |
| Employer contribution / active EE | $25,777 | $1,462+1663.3% | $4,154+520.5% | $2,019+1176.9% |
| Participant deferral / active EE | $18,870 | $2,055+818.4% | $5,453+246.1% | $3,358+461.9% |
| Admin fee / account holder | $1,151 | $2,250-48.8% | $14,116-91.8% | $3,203-64.1% |