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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $27,290 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $23,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,559 | $91,517-12.0% | $101,264-20.4% | $73,412+9.7% |
| Participation rate | 44.8% | 73.8%-29.0pp | 75.8%-31.0pp | 72.2%-27.4pp |
| Annual return | 13.04% | 17.17%-4.1pp | 46.48%-33.4pp | 59.30%-46.3pp |
| Employer contribution / active EE | $274 | $2,877-90.5% | $3,660-92.5% | $2,234-87.7% |
| Participant deferral / active EE | $1,585 | $3,338-52.5% | $4,370-63.7% | $3,806-58.3% |
| Admin fee / account holder | $399 | $216+85.0% | $5,947-93.3% | $158+153.0% |