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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $51,775 |
CARLSON QUINN4 years Service code 13 2000 POWELL STREET · EMERYVILLE, CA 94608 | Contract Administrator | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,987 | $47,135+220.3% | $149,717+0.8% | $74,440+102.8% |
| Participation rate | 98.9% | 63.4%+35.4pp | 78.8%+20.1pp | 70.7%+28.1pp |
| Annual return | 5.22% | 22.75%-17.5pp | 134.41%-129.2pp | 34.37%-29.1pp |
| Employer contribution / active EE | $6,777 | $1,906+255.6% | $4,820+40.6% | $2,638+156.9% |
| Participant deferral / active EE | $5,807 | $2,728+112.9% | $5,682+2.2% | $4,529+28.2% |
| Admin fee / account holder | $187 | $343-45.6% | $13,213-98.6% | $348-46.4% |