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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 | $20,480 |
SAGEPOINT FINANCIAL INC3 years Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $16,024 |
EIDE BAILLY LLP1 year Service code 16 PO BOX 1914 · BISMARCK, ND 585021914 | Consulting | $6,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,358 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,242 | $82,093-37.6% | $379,746-86.5% | $73,412-30.2% |
| Participation rate | 33.1% | 76.8%-43.7pp | 78.4%-45.3pp | 72.2%-39.1pp |
| Annual return | 86.30% | 18.89%+67.4pp | 34.90%+51.4pp | 59.30%+27.0pp |
| Employer contribution / active EE | $376 | $2,847-86.8% | $3,540-89.4% | $2,234-83.2% |
| Participant deferral / active EE | $2,386 | $4,697-49.2% | $6,024-60.4% | $3,806-37.3% |
| Admin fee / account holder | $122 | $128-4.5% | $7,927-98.5% | $158-22.8% |