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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $52,858 |
ASCENSUS LLC3 years Service code 13 · EIN 11-3665754 | Contract Administrator | $1,715 |
ASCENSUS LLC3 years Filed as: FUTURE PLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $1,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,268 | $60,504+102.1% | $81,882+49.3% | $74,478+64.2% |
| Participation rate | 87.4% | 62.9%+24.5pp | 72.4%+15.0pp | 67.2%+20.2pp |
| Annual return | 13.86% | 16.91%-3.0pp | 779.47%-765.6pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $9,275 | $2,627+253.1% | $2,916+218.1% | $2,626+253.2% |
| Participant deferral / active EE | $10,145 | $3,400+198.4% | $4,323+134.7% | $4,350+133.2% |
| Admin fee / account holder | $303 | $1,492-79.7% | $7,360-95.9% | $1,946-84.4% |