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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 4000 MACARTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $67,541 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $60,660 |
ACTARIAL BENEFITS CORP4 years Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $18,631 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,274 | $38,967+301.0% | $86,233+81.2% | $79,634+96.2% |
| Participation rate | 100.0% | 34.1%+65.9pp | 69.0%+31.0pp | 62.5%+37.5pp |
| Annual return | 13.51% | 49.90%-36.4pp | 61.39%-47.9pp | 36.46%-23.0pp |
| Employer contribution / active EE | $2,279 | $868+162.4% | $2,504-9.0% | $2,529-9.9% |
| Participant deferral / active EE | $4,602 | $1,663+176.8% | $4,559+0.9% | $3,835+20.0% |
| Admin fee / account holder | $530 | $2,660-80.1% | $8,342-93.6% | $1,002-47.1% |