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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $84,680 |
CARLSON QUINN5 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $51,034 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $411,374 | $58,895+598.5% | $178,503+130.5% | $73,497+459.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.43% | 24.86%-10.4pp | 151.12%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $23,677 | $2,236+959.0% | $5,011+372.5% | $2,270+943.0% |
| Participant deferral / active EE | $17,323 | $2,567+574.8% | $5,202+233.0% | $3,740+363.2% |
| Admin fee / account holder | $1,299 | $400+224.4% | $13,987-90.7% | $513+153.1% |