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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $12,229 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,551 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,858 | $72,770-65.8% | $67,653-63.3% | $55,191-55.0% |
| Participation rate | 55.4% | 78.8%-23.4pp | 75.7%-20.3pp | 69.2%-13.8pp |
| Annual return | 18.61% | -3.26%+21.9pp | 6625.22%-6606.6pp | 10.78%+7.8pp |
| Employer contribution / active EE | $293 | $1,769-83.5% | $2,266-87.1% | $1,899-84.6% |
| Participant deferral / active EE | $3,578 | $3,408+5.0% | $3,560+0.5% | $3,046+17.4% |
| Admin fee / account holder | $42 | $79-46.2% | $4,821-99.1% | $91-53.3% |