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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,184 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $15,057 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,514 |
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.)
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 | $68,702 | $32,117+113.9% | $71,089-3.4% | $64,173+7.1% |
| Participation rate | 64.9% | 42.7%+22.3pp | 54.6%+10.3pp | 69.6%-4.6pp |
| Annual return | -4.93% | -5.57%+0.6pp | 650.65%-655.6pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,159 | $712+62.7% | $1,088+6.5% | $2,381-51.3% |
| Participant deferral / active EE | $3,873 | $1,263+206.7% | $1,873+106.9% | $3,470+11.6% |
| Admin fee / account holder | $334 | $2,759-87.9% | $3,082-89.2% | $4,887-93.2% |