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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $34,767 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,994 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 58 · EIN 74-1625348 | Product termination fees (surrender c... | $4,842 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,596 | $47,163-69.1% | $149,696-90.2% | $74,460-80.4% |
| Participation rate | 88.6% | 63.4%+25.1pp | 78.8%+9.8pp | 70.7%+17.8pp |
| Annual return | 12.39% | 22.75%-10.4pp | 134.46%-122.1pp | 34.38%-22.0pp |
| Employer contribution / active EE | $787 | $1,907-58.7% | $4,821-83.7% | $2,638-70.2% |
| Participant deferral / active EE | $1,701 | $2,730-37.7% | $5,682-70.1% | $4,530-62.5% |
| Admin fee / account holder | $96 | $343-72.1% | $13,212-99.3% | $348-72.4% |