Filed June 16, 2025 (most recent of 3 filings on file)
Total covered: 53 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90,573 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $30,000 |
SINGERLEWAK LLP1 year Filed as: SINGER LEWAK LLP Service code 10 10960 WILSHIRE BLVD 7TH FL · LOS ANGELES, CA 90024 | Accounting | $22,470 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,126 |
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 | $67,586 | $89,274-24.3% | $149,721-54.9% | $77,958-13.3% |
| Participation rate | 94.4% | 87.6%+6.8pp | 87.1%+7.3pp | 71.6%+22.7pp |
| Annual return | 18.58% | 20.36%-1.8pp | 1501.67%-1483.1pp | 20.87%-2.3pp |
| Employer contribution / active EE | $3,086 | $3,727-17.2% | $5,444-43.3% | $2,310+33.5% |
| Participant deferral / active EE | $6,536 | $5,382+21.4% | $6,568-0.5% | $3,537+84.8% |
| Admin fee / account holder | $132 | $240-44.9% | $11,282-98.8% | $97+35.8% |