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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $171,895 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $51,748 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $25 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,536 | $43,110-87.2% | $156,551-96.5% | $65,292-91.5% |
| Participation rate | 54.4% | 69.3%-14.9pp | 84.0%-29.6pp | 72.4%-18.0pp |
| Annual return | 9.97% | 11.24%-1.3pp | 32.23%-22.3pp | 11.84%-1.9pp |
| Employer contribution / active EE | $216 | $1,702-87.3% | $5,501-96.1% | $2,302-90.6% |
| Participant deferral / active EE | $783 | $2,520-68.9% | $4,871-83.9% | $3,579-78.1% |
| Admin fee / account holder | $40 | $47-15.7% | $13,028-99.7% | $57-30.5% |