Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,835 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $14,211 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $8,450 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,253 | $110,083+30.1% | $151,645-5.5% | $68,490+109.2% |
| Participation rate | 72.2% | 84.0%-11.7pp | 87.5%-15.3pp | 67.9%+4.3pp |
| Annual return | -18.70% | -10.12%-8.6pp | 3.34%-22.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,147 | $4,470-74.3% | $6,165-81.4% | $2,597-55.8% |
| Participant deferral / active EE | $3,611 | $6,526-44.7% | $8,363-56.8% | $4,028-10.3% |
| Admin fee / account holder | $532 | $7,718-93.1% | $11,614-95.4% | $5,403-90.2% |