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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,231 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,529 |
HOWARD SIMON & ASSOCIATES, INC.3+ years Service code 15 · EIN 36-3132823 | Recordkeeping | $1,020 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $50 |
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.)
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 | $77,485 | $48,064+61.2% | $78,778-1.6% | $69,631+11.3% |
| Participation rate | 53.0% | 61.6%-8.6pp | 69.2%-16.2pp | 70.7%-17.7pp |
| Annual return | 21.96% | 21.81%+0.1pp | 35.62%-13.7pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,973 | $2,079+91.1% | $2,958+34.3% | $3,224+23.2% |
| Admin fee / account holder | $377 | $152+147.7% | $5,134-92.7% | $110+240.9% |