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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) | $44,744 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,306 |
EIDE BAILLY LLP2+ years Service code 10 PO BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $11,151 |
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 | $41,938 | $89,123-52.9% | $102,460-59.1% | $77,762-46.1% |
| Participation rate | 96.3% | 80.9%+15.3pp | 76.5%+19.7pp | 70.6%+25.7pp |
| Annual return | 12.81% | 25.05%-12.2pp | 29.47%-16.7pp | 31.27%-18.5pp |
| Employer contribution / active EE | $1,299 | $2,700-51.9% | $3,025-57.0% | $2,728-52.4% |
| Participant deferral / active EE | $3,418 | $5,148-33.6% | $5,056-32.4% | $4,651-26.5% |
| Admin fee / account holder | $189 | $236-19.9% | $9,460-98.0% | $433-56.4% |