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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $116,727 |
SAGEPOINT FINANCIAL INC4 years Filed as: SAGEPOINT FINANCIAL INC. Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $56,114 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,727 |
DOWNEAST PENSION SERVICES, INC.7+ years Service code 13 41 CAMPUS DR., SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $18,315 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,500 |
ALBIN RANDALL & BENNETT5 years Service code 10 130 MIDDLE ST. 3RD FL. · PORTLAND, ME 04101 | Accounting | $12,000 |
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.
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 | $53,585 | $91,746-41.6% | $146,685-63.5% | $93,010-42.4% |
| Participation rate | 57.6% | 80.9%-23.3pp | 80.1%-22.5pp | 73.9%-16.3pp |
| Annual return | 26.84% | 18.28%+8.6pp | 22.75%+4.1pp | 158.70%-131.9pp |
| Employer contribution / active EE | $609 | $2,815-78.4% | $4,137-85.3% | $2,705-77.5% |
| Participant deferral / active EE | $3,175 | $4,589-30.8% | $5,507-42.4% | $4,561-30.4% |
| Admin fee / account holder | $211 | $101+108.3% | $10,281-98.0% | $152+38.9% |