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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $203,064 |
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL INC. Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $78,761 |
DOWNEAST PENSION SERVICES, INC.5+ years Service code 13 41 CAMPUS DR., SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $19,970 |
ALBIN RANDALL & BENNETT3 years Service code 10 130 MIDDLE ST 3RD FLR · PORTLAND, ME 04101 | Accounting | $11,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,703 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,518 | $69,159-37.1% | $125,192-65.2% | $67,579-35.6% |
| Participation rate | 73.2% | 78.2%-5.0pp | 79.8%-6.6pp | 71.3%+1.9pp |
| Annual return | 16.69% | 27.12%-10.4pp | 43.79%-27.1pp | 378.56%-361.9pp |
| Employer contribution / active EE | $384 | $2,023-81.0% | $3,866-90.1% | $2,148-82.1% |
| Participant deferral / active EE | $3,002 | $3,700-18.8% | $4,937-39.2% | $3,539-15.2% |
| Admin fee / account holder | $192 | $142+35.4% | $9,704-98.0% | $142+34.9% |