Filed January 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $73,231 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,865 |
Filed as: CBIZ CPAS PC Service code 10 2255 GLADES ROAD, SUITE 321A · BOCA RATON, FL 33431 | Accounting | $26,250 |
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN & BROWN OF FLORIDA INC Service code 27 8825 NW 21ST TER · DORAL, FL 33172 | Advisory (Plan) | $9,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,921 | $95,880+8.4% | $107,525-3.4% | $85,563+21.5% |
| Participation rate | 93.6% | 70.1%+23.5pp | 75.1%+18.5pp | 66.0%+27.6pp |
| Annual return | 17.40% | 68.06%-50.7pp | 181.32%-163.9pp | 31.51%-14.1pp |
| Employer contribution / active EE | $3,877 | $3,812+1.7% | $3,754+3.3% | $2,654+46.1% |
| Participant deferral / active EE | $8,825 | $4,201+110.1% | $5,116+72.5% | $4,375+101.7% |
| Admin fee / account holder | $244 | $1,025-76.2% | $8,919-97.3% | $834-70.8% |