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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Consulting | $69,293 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $32,240 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,900 | $79,209+351.8% | $102,434+249.4% | $74,459+380.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 8.86% | 54.98%-46.1pp | 29.46%-20.6pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $12,652 | $2,362+435.5% | $3,023+318.5% | $2,626+381.8% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $216 | $2,002-89.2% | $9,462-97.7% | $1,945-88.9% |