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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $95,257 |
CARLSON QUINN6 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $65,025 |
MOSS ADAMS LLP5 years Service code 10 PO BOX 101822 · PASADENA, CA 91189 | Accounting | $1,900 |
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.)
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 | $474,431 | $61,166+675.6% | $185,837+155.3% | $79,393+497.6% |
| Participation rate | 97.6% | 66.6%+31.0pp | 81.7%+15.9pp | 70.7%+26.9pp |
| Annual return | 15.46% | 19.45%-4.0pp | 122.08%-106.6pp | 116.87%-101.4pp |
| Employer contribution / active EE | $24,872 | $2,321+971.7% | $5,168+381.3% | $2,428+924.5% |
| Participant deferral / active EE | $17,550 | $2,789+529.3% | $5,568+215.2% | $4,046+333.8% |
| Admin fee / account holder | $1,536 | $710+116.5% | $16,241-90.5% | $627+145.2% |