Filed December 14, 2017
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $69,159 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $40,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $198,938 | $89,739+121.7% | $149,721+32.9% | $62,293+219.4% |
| Participation rate | 96.6% | 85.1%+11.4pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 17.64% | 21.01%-3.4pp | 1501.67%-1484.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $7,328 | $3,233+126.7% | $5,444+34.6% | $2,042+258.8% |
| Participant deferral / active EE | $6,941 | $4,797+44.7% | $6,568+5.7% | $3,169+119.0% |
| Admin fee / account holder | $646 | $551+17.2% | $11,282-94.3% | $479+34.8% |