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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $75,608 |
CARLSON QUINN4 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $53,369 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,338 |
MOSS ADAMS LLP3 years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $5,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,328 | $52,961+548.3% | $172,752+98.7% | $65,185+426.7% |
| Participation rate | 97.8% | 66.2%+31.6pp | 82.6%+15.1pp | 70.2%+27.6pp |
| Annual return | 22.46% | 30.12%-7.7pp | 802.97%-780.5pp | 29.38%-6.9pp |
| Employer contribution / active EE | $21,150 | $2,190+865.7% | $5,144+311.2% | $2,177+871.7% |
| Participant deferral / active EE | $16,794 | $2,471+579.6% | $5,198+223.1% | $3,514+377.9% |
| Admin fee / account holder | $1,405 | $472+197.7% | $13,955-89.9% | $847+65.8% |