Filed February 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $191,322 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $56,967 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $12,587 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,925 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,045 | $67,505-89.6% | $100,671-93.0% | $67,505-89.6% |
| Participation rate | 80.8% | 71.2%+9.6pp | 70.7%+10.0pp | 71.2%+9.6pp |
| Annual return | 1.48% | 6.52%-5.0pp | 20.43%-18.9pp | 6.52%-5.0pp |
| Employer contribution / active EE | $228 | $2,173-89.5% | $4,012-94.3% | $2,173-89.5% |
| Participant deferral / active EE | $1,331 | $3,597-63.0% | $3,144-57.6% | $3,597-63.0% |
| Admin fee / account holder | $31 | $56-44.1% | $4,850-99.4% | $56-44.1% |