Filed June 16, 2025 (most recent of 3 filings on file)
Total covered: 53 employees
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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $117,469 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $12,816 |
SINGERLEWAK LLP2 years Filed as: SINGER LEWAK LLP Service code 10 · EIN 95-2302617 10960 WILSHIRE BLVD 7TH FL · LOS ANGELES, CA 90024 | Accounting | $10,785 |
Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Filed as: TRANSAMERICA CORPORATION DBA TRANSA Service code 99 · EIN 42-1484983 PO BOX 20781 · LEHIGH VALLEY, PA 180020781 | Other Fees | $199 |
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 | $64,295 | $82,546-22.1% | $140,019-54.1% | $75,289-14.6% |
| Participation rate | 96.1% | 88.4%+7.7pp | 87.5%+8.6pp | 72.4%+23.6pp |
| Annual return | -4.14% | -0.36%-3.8pp | 651.19%-655.3pp | -0.04%-4.1pp |
| Employer contribution / active EE | $3,695 | $3,856-4.2% | $5,605-34.1% | $2,405+53.7% |
| Participant deferral / active EE | $7,373 | $5,731+28.6% | $6,927+6.4% | $3,739+97.2% |
| Admin fee / account holder | $117 | $86+36.3% | $10,705-98.9% | $102+14.3% |