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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $167,027 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,379 |
SAGEPOINT FINANCIAL INC1+ years Filed as: RESOURCE ADVISORS Service code 27 BUKATY COMPAINES · OVERLAND PARKS, KS 66211 | Advisory (Plan) | $61,250 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $50,000 |
Service code 99 PO BOX 13928 · SAN JUAN, PR 009083928 | Other Fees | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $117,791 | $75,284+56.5% | $91,004+29.4% | $69,631+69.2% |
| Participation rate | 68.1% | 80.4%-12.3pp | 75.6%-7.5pp | 70.7%-2.6pp |
| Annual return | 13.09% | 48.40%-35.3pp | 4.60%+8.5pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $3,855 | $2,473+55.9% | $2,456+57.0% | $2,032+89.7% |
| Participant deferral / active EE | $4,076 | $3,700+10.2% | $3,548+14.9% | $3,224+26.4% |
| Admin fee / account holder | $606 | $111+447.9% | $5,417-88.8% | $110+448.5% |