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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $30,554 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,092 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW RETIREMENT PLAN CONSULTANT Service code 13 1111 N. NORTHSHORE DR STE N325 · KNOXVILLE, TN 37919 | Contract Administrator | $12,424 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,046 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,142 | $99,957-52.8% | $149,715-68.5% | $73,493-35.9% |
| Participation rate | 92.7% | 75.7%+17.0pp | 82.5%+10.3pp | 70.7%+22.1pp |
| Annual return | 13.54% | 53.87%-40.3pp | 276.66%-263.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $3,469 | $3,191+8.7% | $4,645-25.3% | $2,270+52.8% |
| Participant deferral / active EE | $5,037 | $6,073-17.0% | $6,842-26.4% | $3,740+34.7% |
| Admin fee / account holder | $306 | $551-44.4% | $9,310-96.7% | $513-40.4% |