Filed December 14, 2017
Total covered: 15 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $40,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $31,977 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN SCHULTZ SHERIDAN & FRITZ Service code 10 210 GRANDVIEW AVE · CAMP HILL, PA 17011 | Accounting | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,091 | $98,982+99.1% | $162,185+21.5% | $65,186+202.4% |
| Participation rate | 98.8% | 85.8%+13.0pp | 87.6%+11.2pp | 70.2%+28.6pp |
| Annual return | 24.77% | 24.84%-0.1pp | 115.61%-90.8pp | 29.39%-4.6pp |
| Employer contribution / active EE | $6,054 | $3,467+74.6% | $5,613+7.9% | $2,177+178.1% |
| Participant deferral / active EE | $6,599 | $5,384+22.6% | $7,297-9.6% | $3,514+87.8% |
| Admin fee / account holder | $397 | $596-33.5% | $10,844-96.3% | $847-53.2% |