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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,064 |
SAGEPOINT FINANCIAL INC1 year Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $4,252 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,892 | $62,723-79.4% | $142,874-91.0% | $86,813-85.1% |
| Participation rate | 23.7% | 62.6%-38.8pp | 72.0%-48.2pp | 72.3%-48.5pp |
| Annual return | 15.10% | 17.62%-2.5pp | 5638.58%-5623.5pp | 97.93%-82.8pp |
| Employer contribution / active EE | $499 | $1,627-69.3% | $4,145-88.0% | $2,406-79.3% |
| Participant deferral / active EE | $1,089 | $3,039-64.2% | $3,838-71.6% | $4,131-73.6% |
| Admin fee / account holder | $91 | $140-34.8% | $6,561-98.6% | $170-46.4% |