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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,236 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,702 |
HOWARD SIMON & ASSOCIATES, INC.4+ years Service code 15 · EIN 36-3132823 | Recordkeeping | $2,095 |
Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Direct Payment | $0 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $65,621 | $35,485+84.9% | $74,551-12.0% | $55,725+17.8% |
| Participation rate | 57.3% | 62.5%-5.2pp | 69.1%-11.8pp | 70.9%-13.5pp |
| Annual return | -6.52% | 0.72%-7.2pp | 32.53%-39.1pp | 244.93%-251.4pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,452 | $2,181+104.2% | $3,108+43.2% | $3,356+32.7% |
| Admin fee / account holder | $423 | $114+269.6% | $5,059-91.6% | $115+266.9% |