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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $13,444 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,090 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,325 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,282 | $47,078-16.6% | $100,671-61.0% | $55,191-28.8% |
| Participation rate | 28.0% | 58.0%-30.0pp | 70.7%-42.7pp | 69.2%-41.1pp |
| Annual return | -0.52% | 0.65%-1.2pp | 20.43%-20.9pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $1,065-100.0% | $4,012-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,207 | $2,038-40.8% | $3,144-61.6% | $3,046-60.4% |
| Admin fee / account holder | $112 | $153-26.7% | $4,850-97.7% | $91+23.8% |