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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $11,108 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC. Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $7,960 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,187 | $48,432-56.3% | $121,204-82.5% | $71,511-70.4% |
| Participation rate | 58.0% | 54.3%+3.6pp | 69.5%-11.6pp | 67.9%-10.0pp |
| Annual return | 12.62% | 23.28%-10.7pp | 987.18%-974.6pp | 28.86%-16.2pp |
| Employer contribution / active EE | $274 | $1,493-81.6% | $4,170-93.4% | $2,589-89.4% |
| Participant deferral / active EE | $2,563 | $2,756-7.0% | $4,083-37.2% | $4,291-40.3% |
| Admin fee / account holder | $89 | $1,845-95.2% | $5,651-98.4% | $1,588-94.4% |