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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $33,587 |
EIDE BAILLY LLP1+ years Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $12,620 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,444 |
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 | $35,305 | $99,168-64.4% | $96,534-63.4% | $74,460-52.6% |
| Participation rate | 91.9% | 80.7%+11.3pp | 76.0%+16.0pp | 70.7%+21.2pp |
| Annual return | 18.18% | 22.40%-4.2pp | 25.88%-7.7pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,103 | $2,570-57.1% | $2,965-62.8% | $2,638-58.2% |
| Participant deferral / active EE | $2,775 | $4,936-43.8% | $4,851-42.8% | $4,530-38.7% |
| Admin fee / account holder | $200 | $225-11.1% | $8,253-97.6% | $348-42.5% |