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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,435 |
SAGEPOINT FINANCIAL INC4 years Filed as: NETWORK 1 FINANCIAL SECURITIES INC Service code 55 2 BRIDGE AVE BLDG 2 STE 241 · RED BANK, NJ 07701 | Other Commissions | $14,059 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,794 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $3,333 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,303 | $56,134+30.6% | $96,161-23.8% | $85,856-14.6% |
| Participation rate | 43.2% | 56.7%-13.5pp | 68.4%-25.3pp | 69.3%-26.1pp |
| Annual return | 11.00% | 42.30%-31.3pp | 192.01%-181.0pp | 318.58%-307.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,798-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,357 | $2,858+52.5% | $4,349+0.2% | $3,952+10.3% |
| Admin fee / account holder | $446 | $3,769-88.2% | $5,538-92.0% | $6,261-92.9% |