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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,997 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $365,720 | $38,833+841.8% | $78,778+364.2% | $77,958+369.1% |
| Participation rate | 1.1% | 60.9%-59.9pp | 69.2%-68.1pp | 71.6%-70.6pp |
| Annual return | 23.70% | 20.31%+3.4pp | 35.62%-11.9pp | 20.87%+2.8pp |
| Employer contribution / active EE | $585 | $840-30.3% | $1,986-70.5% | $2,310-74.7% |
| Participant deferral / active EE | $1,101 | $1,776-38.0% | $2,958-62.8% | $3,537-68.9% |
| Admin fee / account holder | $3,250 | $89+3550.5% | $5,134-36.7% | $97+3237.0% |