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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $272,464 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $63,025 |
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 | $10,705 | $53,565-80.0% | $172,752-93.8% | $82,204-87.0% |
| Participation rate | 57.9% | 69.6%-11.7pp | 82.6%-24.7pp | 73.4%-15.5pp |
| Annual return | 23.76% | 31.42%-7.7pp | 802.97%-779.2pp | 26.31%-2.5pp |
| Employer contribution / active EE | $228 | $1,857-87.7% | $5,144-95.6% | $2,707-91.6% |
| Participant deferral / active EE | $1,049 | $3,006-65.1% | $5,198-79.8% | $4,246-75.3% |
| Admin fee / account holder | $72 | $61+16.6% | $13,955-99.5% | $76-5.4% |