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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $24,835 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 27 PO BOX 771115 · CINCINNATI, OH 452771115 | Advisory (Plan) | $5,046 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,727 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,080 | $66,302+54.0% | $110,243-7.4% | $56,289+81.4% |
| Participation rate | 63.1% | 74.9%-11.8pp | 79.8%-16.7pp | 69.9%-6.7pp |
| Annual return | 146.48% | -1.18%+147.7pp | 314.76%-168.3pp | -9.96%+156.4pp |
| Employer contribution / active EE | $1,568 | $2,047-23.4% | $3,827-59.0% | $2,111-25.7% |
| Participant deferral / active EE | $2,158 | $3,381-36.2% | $4,672-53.8% | $3,350-35.6% |
| Admin fee / account holder | $410 | $698-41.4% | $8,548-95.2% | $521-21.4% |