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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $77,361 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $66,827 |
HKG LLP2+ years Filed as: HKG, LLP Service code 10 · EIN 95-4552788 | Accounting | $6,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,633 | $37,213+6.5% | $156,551-74.7% | $63,975-38.0% |
| Participation rate | 51.5% | 65.0%-13.5pp | 84.0%-32.5pp | 71.1%-19.6pp |
| Annual return | 6.21% | 47.89%-41.7pp | 32.23%-26.0pp | 48.65%-42.4pp |
| Employer contribution / active EE | $134 | $1,357-90.1% | $5,501-97.6% | $2,182-93.8% |
| Participant deferral / active EE | $2,831 | $2,070+36.8% | $4,871-41.9% | $3,356-15.6% |
| Admin fee / account holder | $6 | $56-88.8% | $13,028-100.0% | $70-91.1% |