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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,123 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $6,459 |
SAGEPOINT FINANCIAL INC1 year Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $6,119 |
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.
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 | $25,000 | $61,172-59.1% | $185,851-86.5% | $79,389-68.5% |
| Participation rate | 51.6% | 66.6%-15.0pp | 81.7%-30.1pp | 70.7%-19.1pp |
| Annual return | 10.58% | 19.45%-8.9pp | 122.11%-111.5pp | 116.89%-106.3pp |
| Employer contribution / active EE | $590 | $2,321-74.6% | $5,168-88.6% | $2,428-75.7% |
| Participant deferral / active EE | $746 | $2,788-73.2% | $5,569-86.6% | $4,046-81.6% |
| Admin fee / account holder | $259 | $710-63.5% | $16,245-98.4% | $626-58.6% |