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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,645 |
SAGEPOINT FINANCIAL INC2 years Service code 55 · EIN 20-1741754 20 EAST THOMAS RD, STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,862 | $65,378-10.0% | $87,103-32.4% | $65,186-9.7% |
| Participation rate | 95.4% | 75.3%+20.0pp | 76.9%+18.5pp | 70.2%+25.2pp |
| Annual return | 24.82% | 31.28%-6.5pp | 28.19%-3.4pp | 29.39%-4.6pp |
| Employer contribution / active EE | $1,575 | $1,823-13.6% | $2,521-37.5% | $2,177-27.6% |
| Participant deferral / active EE | $5,353 | $3,389+58.0% | $4,049+32.2% | $3,514+52.3% |
| Admin fee / account holder | $371 | $520-28.6% | $7,491-95.0% | $847-56.2% |