Filed April 13, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,973 |
SFI ADVISORS, LLC2 years Filed as: SFI ADVISORS LLC Service code 27 79 MIDLAND AVE · MONTCLAIR, NJ 07042 | Advisory (Plan) | $18,049 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,285 |
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.)
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 | $81,769 | $81,474+0.4% | $133,971-39.0% | $73,493+11.3% |
| Participation rate | 49.3% | 76.4%-27.0pp | 79.8%-30.5pp | 70.7%-21.3pp |
| Annual return | 17.36% | 19.40%-2.0pp | 45.09%-27.7pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,802 | $2,209-18.4% | $3,919-54.0% | $2,270-20.6% |
| Participant deferral / active EE | $3,172 | $3,786-16.2% | $5,047-37.1% | $3,740-15.2% |
| Admin fee / account holder | $514 | $713-27.9% | $8,929-94.2% | $513+0.3% |