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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1 BUSH ST · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $35,730 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $31,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,965,562 | $77,157+5039.6% | $108,405+3558.1% | $85,847+4519.4% |
| Participation rate | 0.0% | 74.7%-74.7pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 13.44% | 44.55%-31.1pp | 905.55%-892.1pp | 318.61%-305.2pp |
| Employer contribution / active EE | $951 | $2,379-60.0% | $3,559-73.3% | $2,565-62.9% |
| Participant deferral / active EE | $4,963 | $5,567-10.8% | $6,563-24.4% | $3,952+25.6% |
| Admin fee / account holder | $16,662 | $5,174+222.1% | $7,297+128.4% | $6,261+166.1% |