Filed February 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,511,945 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $190,254 |
Filed as: CBIZ OPERATIONS INC DBA CBIZ CPAS Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $50,470 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,996 | $106,553-90.6% | $129,406-92.3% | $106,553-90.6% |
| Participation rate | 85.5% | 69.8%+15.7pp | 69.6%+15.9pp | 69.8%+15.7pp |
| Annual return | 18.16% | 17.37%+0.8pp | 9468.18%-9450.0pp | 17.37%+0.8pp |
| Employer contribution / active EE | $288 | $3,359-91.4% | $4,155-93.1% | $3,359-91.4% |
| Participant deferral / active EE | $1,771 | $5,562-68.2% | $4,167-57.5% | $5,562-68.2% |
| Admin fee / account holder | $53 | $80-34.1% | $7,689-99.3% | $80-34.1% |