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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC6 years Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $16,529 |
Filed as: EMPOWER ANNUITY INSURANDCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,341 |
PREMIER PLAN CONSULTANTS3 years Filed as: PREMIER PLAN CONSULTANTS, INC. Service code 13 | Contract Administrator | $6,799 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,591 |
PREMIER PLAN CONSULTANTS3 years Service code 13 6215 FERRIS SQ · SAN DIEGO, CA 92121 | Contract Administrator | $1,775 |
MMA SECURITIES LLC5 years Service code 99 PO BOX 9497 · NEW YORK, NY 10087 | Other Fees | $656 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,483 | $82,678-20.8% | $125,391-47.8% | $68,490-4.4% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,397 | $6,111+4.7% | $7,448-14.1% | $4,028+58.8% |
| Admin fee / account holder | $373 | $6,277-94.1% | $10,009-96.3% | $5,403-93.1% |