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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW Service code 27 4000 MACARTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $46,263 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE, SUITE 300 · FOLSOM, CA 95630 | Recordkeeping | $17,741 |
ASCENSUS LLC1 year Filed as: QBI C/O ASCENSUS Service code 49 · EIN 82-3719843 23693 NETWORK PLACE · CHICAGO, IL 60673 | Other Services | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,974 | $79,169-5.3% | $100,415-25.3% | $74,478+0.7% |
| Participation rate | 49.8% | 79.4%-29.6pp | 81.5%-31.7pp | 67.2%-17.5pp |
| Annual return | 11.08% | 20.51%-9.4pp | 49.47%-38.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $607 | $3,017-79.9% | $3,943-84.6% | $2,626-76.9% |
| Participant deferral / active EE | $2,221 | $7,751-71.3% | $8,091-72.6% | $4,350-48.9% |
| Admin fee / account holder | $477 | $1,337-64.4% | $7,906-94.0% | $1,946-75.5% |