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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $71,471 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $45,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $95,415 | $51,244+86.2% | $80,977+17.8% | $55,167+73.0% |
| Participation rate | 95.0% | 71.7%+23.3pp | 75.8%+19.2pp | 69.0%+26.0pp |
| Annual return | 7.27% | 17.39%-10.1pp | 17.11%-9.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,867 | $1,770+62.0% | $3,715-22.8% | $1,963+46.1% |
| Participant deferral / active EE | $9,412 | $4,418+113.0% | $5,696+65.2% | $3,054+208.2% |
| Admin fee / account holder | $384 | $398-3.5% | $5,517-93.0% | $504-23.8% |