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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $203,804 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
Service code 99 · EIN 59-2438373 | Other Fees | $25,613 |
INTEGRA REALTY RESOURCES1 year Filed as: INTEGRA REALTY RESOURCES INC Service code 99 7800 E UNION AVE STE 400 · DENVER, CO 80237 | Other Fees | $24,000 |
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 | $104,834 | $73,459+42.7% | $178,528-41.3% | $74,429+40.9% |
| Participation rate | 74.2% | 66.5%+7.7pp | 77.1%-2.9pp | 67.2%+7.0pp |
| Annual return | 14.49% | 17.50%-3.0pp | 27.11%-12.6pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $3,088 | $2,219+39.1% | $3,950-21.8% | $2,625+17.6% |
| Participant deferral / active EE | $6,425 | $4,515+42.3% | $6,278+2.3% | $4,348+47.8% |
| Admin fee / account holder | $144 | $1,812-92.1% | $10,419-98.6% | $1,944-92.6% |