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| Provider | Service type | Compensation |
|---|---|---|
CARLSON QUINN3 years Service code 15 2000 POWELL STREET · EMERYVILLE, CA 94608 | Recordkeeping | $79,701 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $73,759 |
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 | $138,766 | $46,332+199.5% | $143,799-3.5% | $64,819+114.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -13.82% | -10.05%-3.8pp | -0.04%-13.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $13,872 | $1,911+625.9% | $4,952+180.1% | $2,507+453.4% |
| Participant deferral / active EE | $9,086 | $2,647+243.2% | $5,638+61.1% | $4,311+110.8% |
| Admin fee / account holder | $279 | $154+81.2% | $14,677-98.1% | $188+48.4% |