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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $103,966 |
CARLSON QUINN8 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $45,283 |
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 | $391,490 | $61,356+538.1% | $149,696+161.5% | $71,511+447.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.37% | 35.86%-18.5pp | 134.46%-117.1pp | 28.86%-11.5pp |
| Employer contribution / active EE | $26,034 | $2,382+993.1% | $4,821+440.0% | $2,589+905.5% |
| Participant deferral / active EE | $20,208 | $2,920+592.2% | $5,682+255.7% | $4,291+371.0% |
| Admin fee / account holder | $652 | $1,263-48.4% | $13,212-95.1% | $1,588-59.0% |