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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 4000 MACARTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $70,067 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $26,976 |
ACTARIAL BENEFITS CORP3 years Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $14,706 |
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 | $169,177 | $45,119+275.0% | $85,126+98.7% | $74,429+127.3% |
| Participation rate | 97.6% | 49.4%+48.2pp | 67.5%+30.0pp | 67.2%+30.3pp |
| Annual return | 17.54% | 26.28%-8.7pp | 66.63%-49.1pp | 1368.38%-1350.8pp |
| Employer contribution / active EE | $3,929 | $1,460+169.0% | $2,731+43.8% | $2,625+49.7% |
| Participant deferral / active EE | $4,477 | $2,738+63.5% | $4,523-1.0% | $4,348+3.0% |
| Admin fee / account holder | $517 | $2,214-76.6% | $6,160-91.6% | $1,944-73.4% |