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 | $54,922 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $41,021 |
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN SCHULTZ SHERIDAN & FRITZ Service code 10 210 GRANDVIEW AVE · CAMP HILL, PA 17011 | Accounting | $8,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,132 | $121,341+75.6% | $189,537+12.4% | $79,391+168.5% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.8%+8.9pp | 70.7%+26.0pp |
| Annual return | 14.69% | 21.08%-6.4pp | 555.34%-540.6pp | 116.88%-102.2pp |
| Employer contribution / active EE | $5,218 | $3,915+33.3% | $6,161-15.3% | $2,428+114.9% |
| Participant deferral / active EE | $7,072 | $6,395+10.6% | $8,220-14.0% | $4,046+74.8% |
| Admin fee / account holder | $468 | $651-28.1% | $12,048-96.1% | $627-25.3% |