Filed December 14, 2017
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $58,901 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,223 |
WITHUMSMITH+BROWN, PC8 years Filed as: BROWN SCHULTZ SHERIDAN & FRITZ Service code 10 210 GRANDVIEW AVE · CAMP HILL, PA 17011 | Accounting | $12,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,403 | $130,224+63.9% | $197,124+8.3% | $79,634+168.0% |
| Participation rate | 98.8% | 87.8%+11.0pp | 86.7%+12.1pp | 62.5%+36.3pp |
| Annual return | 14.98% | 23.65%-8.7pp | 44.34%-29.4pp | 36.46%-21.5pp |
| Employer contribution / active EE | $5,672 | $4,314+31.5% | $6,227-8.9% | $2,529+124.3% |
| Participant deferral / active EE | $8,785 | $7,378+19.1% | $9,135-3.8% | $3,835+129.1% |
| Admin fee / account holder | $402 | $254+58.0% | $16,298-97.5% | $1,002-59.9% |