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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $110,254 |
CARLSON QUINN5 years Service code 13 2000 POWELL STREET · EMERYVILLE, CA 94608 | Contract Administrator | $99,246 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,283 | $50,919+287.4% | $155,556+26.8% | $77,762+153.7% |
| Participation rate | 99.8% | 63.1%+36.7pp | 78.2%+21.6pp | 70.6%+29.2pp |
| Annual return | 11.90% | 34.84%-22.9pp | 64.84%-52.9pp | 31.27%-19.4pp |
| Employer contribution / active EE | $15,375 | $1,991+672.0% | $4,675+228.8% | $2,728+463.6% |
| Participant deferral / active EE | $11,284 | $2,824+299.5% | $5,631+100.4% | $4,651+142.6% |
| Admin fee / account holder | $377 | $437-13.7% | $15,885-97.6% | $433-13.0% |