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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 | $40,566+285.2% | $96,754+61.5% | $64,728+141.4% |
| Participation rate | 100.0% | 24.8%+75.2pp | 70.3%+29.7pp | 57.9%+42.1pp |
| Annual return | 13.51% | 93.20%-79.7pp | 82.04%-68.5pp | 49.38%-35.9pp |
| Employer contribution / active EE | $2,279 | $808+182.1% | $2,679-14.9% | $2,243+1.6% |
| Participant deferral / active EE | $4,602 | $933+393.4% | $4,758-3.3% | $2,729+68.6% |
| Admin fee / account holder | $530 | $2,770-80.9% | $8,905-94.0% | $1,145-53.7% |