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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $142,745 |
SAGEPOINT FINANCIAL INC4+ years Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $29,062 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,201 |
MMA SECURITIES LLC1 year Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $9,687 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,201 | $65,223+18.4% | $80,022-3.5% | $55,725+38.5% |
| Participation rate | 88.2% | 80.6%+7.6pp | 75.8%+12.3pp | 70.9%+17.3pp |
| Annual return | -4.69% | 7.59%-12.3pp | 11.22%-15.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $19 | $2,544-99.3% | $2,468-99.2% | $2,078-99.1% |
| Participant deferral / active EE | $9,283 | $3,881+139.2% | $3,686+151.8% | $3,356+176.6% |
| Admin fee / account holder | $326 | $114+185.4% | $6,521-95.0% | $115+183.0% |