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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $100,361 |
CARLSON QUINN7 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $44,193 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA 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 | $367,613 | $65,092+464.8% | $143,799+155.6% | $66,938+449.2% |
| Participation rate | 97.7% | 65.2%+32.5pp | 80.3%+17.4pp | 69.8%+27.9pp |
| Annual return | -16.91% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $25,245 | $2,362+969.0% | $4,952+409.8% | $2,545+891.9% |
| Participant deferral / active EE | $18,983 | $2,920+550.0% | $5,638+236.7% | $4,238+347.9% |
| Admin fee / account holder | $621 | $502+23.7% | $14,677-95.8% | $594+4.7% |