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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,416 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $68,289 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,672 |
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.
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 | $29,699 | $88,730-66.5% | $82,313-63.9% | $77,958-61.9% |
| Participation rate | 72.2% | 84.5%-12.4pp | 76.9%-4.7pp | 71.6%+0.5pp |
| Annual return | 32.81% | 20.88%+11.9pp | 25.88%+6.9pp | 20.87%+11.9pp |
| Employer contribution / active EE | $663 | $2,758-75.9% | $2,428-72.7% | $2,310-71.3% |
| Participant deferral / active EE | $4,059 | $4,634-12.4% | $3,706+9.5% | $3,537+14.8% |
| Admin fee / account holder | $146 | $74+97.2% | $5,608-97.4% | $97+49.8% |