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 | $667,161 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $95,824 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,874 |
Service code 10 · EIN 43-1947695 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $16,000 |
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 | $9,304 | $89,609-89.6% | $130,660-92.9% | $89,609-89.6% |
| Participation rate | 84.0% | 69.6%+14.4pp | 71.7%+12.3pp | 69.6%+14.4pp |
| Annual return | 26.97% | 33.65%-6.7pp | 1709.29%-1682.3pp | 33.65%-6.7pp |
| Employer contribution / active EE | $238 | $2,584-90.8% | $4,092-94.2% | $2,584-90.8% |
| Participant deferral / active EE | $1,458 | $4,222-65.5% | $3,603-59.5% | $4,222-65.5% |
| Admin fee / account holder | $58 | $72-19.4% | $5,463-98.9% | $72-19.4% |