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 | $85,858 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $40,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SCHULTZ SHERIDAN & FRITZ Service code 10 210 GRANDVIEW AVE · CAMP HILL, PA 17011 | Accounting | $7,400 |
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 | $164,112 | $79,523+106.4% | $140,019+17.2% | $56,289+191.6% |
| Participation rate | 98.1% | 85.7%+12.4pp | 87.5%+10.6pp | 69.9%+28.2pp |
| Annual return | -4.98% | 2.39%-7.4pp | 651.17%-656.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $6,650 | $3,350+98.5% | $5,605+18.6% | $2,111+215.0% |
| Participant deferral / active EE | $6,729 | $5,129+31.2% | $6,927-2.8% | $3,350+100.9% |
| Admin fee / account holder | $713 | $614+16.0% | $10,705-93.3% | $521+36.8% |