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 | $126,709 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $40,000 |
SINGERLEWAK LLP3 years Filed as: SINGER LEWAK LLP Service code 10 · EIN 95-2302617 10960 WILSHIRE BLVD 7TH FL · LOS ANGELES, CA 90024 | Accounting | $19,742 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $18,322 |
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 | $69,372 | $95,776-27.6% | $162,185-57.2% | $77,775-10.8% |
| Participation rate | 96.8% | 88.6%+8.2pp | 87.6%+9.3pp | 73.2%+23.6pp |
| Annual return | 27.63% | 37.03%-9.4pp | 115.61%-88.0pp | 32.58%-4.9pp |
| Employer contribution / active EE | $3,680 | $3,874-5.0% | $5,613-34.4% | $2,504+47.0% |
| Participant deferral / active EE | $6,397 | $6,125+4.4% | $7,297-12.3% | $3,966+61.3% |
| Admin fee / account holder | $99 | $88+12.8% | $10,844-99.1% | $100-1.1% |