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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $202,236 |
SAGEPOINT FINANCIAL INC3 years Filed as: SAGEPOINT FINANCIAL INC. Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $80,083 |
DOWNEAST PENSION SERVICES, INC.6+ years Service code 13 41 CAMPUS DR., SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $17,150 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,974 |
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.
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 | $47,532 | $78,419-39.4% | $133,978-64.5% | $73,412-35.3% |
| Participation rate | 69.9% | 78.6%-8.7pp | 79.8%-9.9pp | 72.2%-2.2pp |
| Annual return | 12.92% | 33.35%-20.4pp | 45.10%-32.2pp | 59.30%-46.4pp |
| Employer contribution / active EE | $383 | $2,044-81.2% | $3,919-90.2% | $2,234-82.8% |
| Participant deferral / active EE | $3,374 | $3,925-14.0% | $5,047-33.1% | $3,806-11.3% |
| Admin fee / account holder | $202 | $161+25.0% | $8,930-97.7% | $158+27.7% |