Filed October 14, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $38,024 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,956 |
Filed as: JOHNSTON GREMAUX & ROSSI LLP Service code 10 33 CIVIC DRIVE · PLEASANT HILLS, CA 94523 | Accounting | $96 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,274 | $81,487+115.1% | $102,412+71.1% | $80,935+116.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.44% | 25.60%-11.2pp | 24.94%-10.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $4,580 | $3,103+47.6% | $3,870+18.4% | $2,757+66.1% |
| Participant deferral / active EE | $9,044 | $3,871+133.7% | $5,060+78.7% | $4,299+110.4% |
| Admin fee / account holder | $377 | $6,717-94.4% | $8,388-95.5% | $6,924-94.6% |