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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $383,306 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $247,573 |
JGD & ASSOCIATES LLP5 years Service code 10 5355 MIRA SORRENTO PL. · SAN DIEGO, CA 921213825 | Accounting | $18,060 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $6,511 |
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 | $107,021 | $99,187+7.9% | $100,398+6.6% | $99,187+7.9% |
| Participation rate | 88.0% | 71.7%+16.4pp | 81.5%+6.5pp | 71.7%+16.4pp |
| Annual return | 11.65% | 17.66%-6.0pp | 49.32%-37.7pp | 17.66%-6.0pp |
| Employer contribution / active EE | $2,129 | $3,262-34.7% | $3,946-46.0% | $3,262-34.7% |
| Participant deferral / active EE | $7,420 | $5,339+39.0% | $8,084-8.2% | $5,339+39.0% |
| Admin fee / account holder | $148 | $109+36.1% | $7,893-98.1% | $109+36.1% |