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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) | $13,669 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,365 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,288 |
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 | $41,806 | $41,281+1.3% | $109,313-61.8% | $57,658-27.5% |
| Participation rate | 30.4% | 59.3%-29.0pp | 71.3%-40.9pp | 70.2%-39.9pp |
| Annual return | 6.49% | 8.97%-2.5pp | 22.07%-15.6pp | 5.13%+1.4pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,393 | $2,223-37.4% | $3,166-56.0% | $3,061-54.5% |
| Admin fee / account holder | $105 | $75+39.9% | $5,666-98.1% | $95+11.4% |