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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC5 years Service code 55 20 EAST THOMAS ROAD, SUITE 2000 · PHOENIX, AZ 85012 | Other Commissions | $23,640 |
NOVA 401(K) ASSOCIATES5 years Service code 13 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Contract Administrator | $16,592 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,190 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,053 |
CALVIN MARTIN & COMPANY3 years Service code 10 1425 PRINCE ST · HOUSTON, TX 77008 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $102,481 | $69,383+47.7% | $101,271+1.2% | $73,493+39.4% |
| Participation rate | 66.2% | 68.4%-2.2pp | 75.8%-9.6pp | 70.7%-4.5pp |
| Annual return | 15.35% | 18.46%-3.1pp | 46.48%-31.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $426 | $2,628-83.8% | $3,660-88.4% | $2,270-81.2% |
| Participant deferral / active EE | $4,950 | $3,301+50.0% | $4,371+13.2% | $3,740+32.4% |
| Admin fee / account holder | $456 | $704-35.2% | $5,948-92.3% | $513-11.2% |