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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) | $21,691 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,784 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $450 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,471 | $37,134+302.5% | $100,671+48.5% | $52,331+185.6% |
| Participation rate | 48.6% | 57.7%-9.0pp | 70.7%-22.1pp | 68.1%-19.5pp |
| Annual return | 0.73% | 0.10%+0.6pp | 20.43%-19.7pp | 4.54%-3.8pp |
| Employer contribution / active EE | $24 | $1,187-98.0% | $4,012-99.4% | $1,882-98.7% |
| Participant deferral / active EE | $2,653 | $2,163+22.6% | $3,144-15.6% | $3,022-12.2% |
| Admin fee / account holder | $405 | $467-13.2% | $4,850-91.6% | $592-31.5% |