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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC3 years Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $38,200 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,433 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,401 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,245 | $81,494+43.9% | $133,978-12.5% | $73,497+59.5% |
| Participation rate | 72.3% | 76.4%-4.1pp | 79.8%-7.6pp | 70.7%+1.6pp |
| Annual return | 14.81% | 19.40%-4.6pp | 45.10%-30.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,103 | $2,210-4.8% | $3,919-46.3% | $2,270-7.3% |
| Participant deferral / active EE | $3,255 | $3,787-14.1% | $5,047-35.5% | $3,740-13.0% |
| Admin fee / account holder | $474 | $713-33.6% | $8,930-94.7% | $513-7.6% |