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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,718 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORPORATION Service code 55 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Other Commissions | $7,390 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $1,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,624 | $52,967-64.8% | $172,753-89.2% | $65,186-71.4% |
| Participation rate | 54.3% | 66.2%-11.9pp | 82.6%-28.4pp | 70.2%-15.9pp |
| Annual return | 24.42% | 30.12%-5.7pp | 803.00%-778.6pp | 29.39%-5.0pp |
| Employer contribution / active EE | $1,095 | $2,190-50.0% | $5,144-78.7% | $2,177-49.7% |
| Participant deferral / active EE | $1,659 | $2,471-32.9% | $5,198-68.1% | $3,514-52.8% |
| Admin fee / account holder | $191 | $472-59.6% | $13,956-98.6% | $847-77.5% |