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 | $346,296 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $85,798 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,915 |
RSM US LLP2+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $17,000 |
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 | $8,450 | $65,292-87.1% | $109,313-92.3% | $65,292-87.1% |
| Participation rate | 82.4% | 72.4%+10.0pp | 71.3%+11.2pp | 72.4%+10.0pp |
| Annual return | 16.21% | 11.84%+4.4pp | 22.07%-5.9pp | 11.84%+4.4pp |
| Employer contribution / active EE | $235 | $2,302-89.8% | $3,892-94.0% | $2,302-89.8% |
| Participant deferral / active EE | $1,396 | $3,579-61.0% | $3,166-55.9% | $3,579-61.0% |
| Admin fee / account holder | $52 | $57-8.6% | $5,666-99.1% | $57-8.6% |