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 | $40,468 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $40,000 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN SCHULTZ SHERIDAN & FRITZ Service code 10 210 GRANDVIEW AVE · CAMP HILL, PA 17011 | Accounting | $2,900 |
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 | $207,357 | $136,307+52.1% | $177,848+16.6% | $73,497+182.1% |
| Participation rate | 96.0% | 86.1%+9.9pp | 87.7%+8.3pp | 70.7%+25.3pp |
| Annual return | 15.61% | 18.68%-3.1pp | 48.33%-32.7pp | 28.51%-12.9pp |
| Employer contribution / active EE | $5,655 | $3,712+52.3% | $5,919-4.5% | $2,270+149.1% |
| Participant deferral / active EE | $7,366 | $5,829+26.4% | $7,714-4.5% | $3,740+97.0% |
| Admin fee / account holder | $399 | $596-33.0% | $12,431-96.8% | $513-22.2% |