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 | $576,699 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $99,351 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,101 |
Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $15,500 |
Service code 99 15044 N SCOTTSDALE RD STE 300 · SCOTTSDALE, AZ 85254 | Other Fees | $3,563 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,496 | $93,223-87.7% | $134,155-91.4% | $93,223-87.7% |
| Participation rate | 86.8% | 74.9%+11.9pp | 72.2%+14.6pp | 74.9%+11.9pp |
| Annual return | 18.74% | 19.29%-0.5pp | 36.34%-17.6pp | 19.29%-0.5pp |
| Employer contribution / active EE | $241 | $2,680-91.0% | $3,705-93.5% | $2,680-91.0% |
| Participant deferral / active EE | $1,541 | $4,563-66.2% | $3,500-56.0% | $4,563-66.2% |
| Admin fee / account holder | $55 | $79-30.6% | $6,685-99.2% | $79-30.6% |