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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $15,161 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,795 | $53,546-25.7% | $69,884-43.1% | $68,486-41.9% |
| Participation rate | 77.4% | 64.5%+12.8pp | 70.5%+6.9pp | 67.9%+9.5pp |
| Annual return | -15.26% | -13.87%-1.4pp | 190.81%-206.1pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,484 | $2,019-26.5% | $2,560-42.0% | $2,597-42.8% |
| Participant deferral / active EE | $2,490 | $2,957-15.8% | $3,848-35.3% | $4,028-38.2% |
| Admin fee / account holder | $338 | $4,693-92.8% | $6,266-94.6% | $5,404-93.7% |