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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $302,091 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $53,151 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,187 | $69,238-79.5% | $185,837-92.4% | $101,517-86.0% |
| Participation rate | 66.9% | 73.5%-6.6pp | 81.7%-14.8pp | 74.6%-7.7pp |
| Annual return | 16.28% | 21.26%-5.0pp | 122.08%-105.8pp | 21.00%-4.7pp |
| Employer contribution / active EE | $344 | $2,104-83.7% | $5,168-93.3% | $2,973-88.4% |
| Participant deferral / active EE | $1,375 | $3,764-63.5% | $5,568-75.3% | $4,873-71.8% |
| Admin fee / account holder | $87 | $66+30.6% | $16,241-99.5% | $139-37.9% |