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 | $605,693 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $77,821 |
RSM US LLP4+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $21,900 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,307 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $7,455 | $68,904-89.2% | $121,220-93.9% | $68,904-89.2% |
| Participation rate | 80.8% | 74.1%+6.7pp | 71.8%+9.1pp | 74.1%+6.7pp |
| Annual return | -5.78% | 1.07%-6.9pp | 16.94%-22.7pp | 1.07%-6.9pp |
| Employer contribution / active EE | $212 | $2,540-91.6% | $4,023-94.7% | $2,540-91.6% |
| Participant deferral / active EE | $1,325 | $4,015-67.0% | $3,345-60.4% | $4,015-67.0% |
| Admin fee / account holder | $55 | $71-22.4% | $5,021-98.9% | $71-22.4% |