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, LLC8 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $46,881 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,273 |
WITHUMSMITH+BROWN, PC6 years Filed as: BROWN SCHULTZ SHERIDAN & FRITZ Service code 10 210 GRANDVIEW AVE · CAMP HILL, PA 17011 | Accounting | $7,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,022 | $130,294+47.4% | $170,057+12.9% | $71,529+168.5% |
| Participation rate | 96.9% | 86.2%+10.8pp | 87.0%+9.9pp | 67.9%+29.0pp |
| Annual return | 19.52% | 20.36%-0.8pp | 53.42%-33.9pp | 28.97%-9.4pp |
| Employer contribution / active EE | $5,258 | $4,385+19.9% | $6,790-22.6% | $2,590+103.0% |
| Participant deferral / active EE | $8,294 | $6,928+19.7% | $10,411-20.3% | $4,291+93.3% |
| Admin fee / account holder | $424 | $966-56.2% | $12,826-96.7% | $1,588-73.3% |