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 | $529,620 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $98,652 |
RSM US LLP3+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $18,900 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,491 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,349 | $177,276-95.9% | $122,354-94.0% | $177,276-95.9% |
| Participation rate | 85.1% | 74.8%+10.3pp | 71.6%+13.5pp | 74.8%+10.3pp |
| Annual return | 22.56% | 21.25%+1.3pp | 30.28%-7.7pp | 21.25%+1.3pp |
| Employer contribution / active EE | $233 | $2,479-90.6% | $4,051-94.3% | $2,479-90.6% |
| Participant deferral / active EE | $1,394 | $3,881-64.1% | $3,287-57.6% | $3,881-64.1% |
| Admin fee / account holder | $48 | $154-68.8% | $5,479-99.1% | $154-68.8% |