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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,261 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,872 | $78,781-78.6% | $100,535-83.2% | $73,412-77.0% |
| Participation rate | 66.4% | 80.0%-13.7pp | 79.4%-13.0pp | 72.2%-5.8pp |
| Annual return | 0.00% | 31.69%-31.7pp | 30.90%-30.9pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,419-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,924 | $6,537-24.7% | $6,271-21.5% | $3,806+29.4% |
| Admin fee / account holder | $50 | $145-65.7% | $8,085-99.4% | $158-68.4% |