Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,349 |
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORPORATION Service code 55 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Other Commissions | $8,806 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $1,772 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,186 | $58,895-64.0% | $178,503-88.1% | $73,497-71.2% |
| Participation rate | 60.6% | 66.2%-5.7pp | 81.9%-21.4pp | 70.7%-10.1pp |
| Annual return | 16.53% | 24.86%-8.3pp | 151.12%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,237 | $2,236-44.7% | $5,011-75.3% | $2,270-45.5% |
| Participant deferral / active EE | $1,904 | $2,567-25.8% | $5,202-63.4% | $3,740-49.1% |
| Admin fee / account holder | $179 | $400-55.3% | $13,987-98.7% | $513-65.1% |