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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,509 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $29,613 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW RETIREMENT PLAN CONSULTANT Service code 13 1111 N. NORTHSHORE DR STE N325 · KNOXVILLE, TN 37919 | Contract Administrator | $3,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,066 | $73,102-37.0% | $123,552-62.7% | $56,287-18.2% |
| Participation rate | 58.0% | 74.3%-16.3pp | 82.3%-24.3pp | 69.9%-11.9pp |
| Annual return | -6.39% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,853 | $2,977-37.8% | $4,628-60.0% | $2,111-12.2% |
| Participant deferral / active EE | $2,818 | $5,423-48.0% | $6,426-56.1% | $3,350-15.9% |
| Admin fee / account holder | $332 | $554-40.1% | $9,285-96.4% | $521-36.3% |