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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,857 |
SAGEPOINT FINANCIAL INC4 years Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $30,621 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,152 |
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).
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 | $100,309 | $93,182+7.6% | $146,647-31.6% | $79,389+26.4% |
| Participation rate | 65.6% | 76.4%-10.9pp | 80.1%-14.5pp | 70.7%-5.2pp |
| Annual return | 13.86% | 21.61%-7.8pp | 22.75%-8.9pp | 116.89%-103.0pp |
| Employer contribution / active EE | $2,149 | $2,420-11.2% | $4,137-48.1% | $2,428-11.5% |
| Participant deferral / active EE | $4,359 | $4,169+4.6% | $5,506-20.8% | $4,046+7.7% |
| Admin fee / account holder | $478 | $585-18.3% | $10,281-95.4% | $626-23.7% |