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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 | $50,860+287.9% | $155,574+26.8% | $77,714+153.9% |
| Participation rate | 99.8% | 63.1%+36.7pp | 78.2%+21.6pp | 70.6%+29.3pp |
| Annual return | 11.90% | 34.86%-23.0pp | 64.87%-53.0pp | 31.26%-19.4pp |
| Employer contribution / active EE | $15,375 | $1,991+672.3% | $4,676+228.8% | $2,727+463.8% |
| Participant deferral / active EE | $11,284 | $2,825+299.4% | $5,629+100.4% | $4,649+142.7% |
| Admin fee / account holder | $377 | $436-13.7% | $15,914-97.6% | $433-13.0% |