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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $216,981 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $56,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,940 |
KSJG, LLP2+ years Filed as: KUSHNER, SMITH JOANOU & GREGSON, LL Service code 10 8105 IRVINE CENTER DRIVE SUITE 1000 · IRVINE, CA 92618 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,204 | $80,211-5.0% | $74,184+2.7% | $63,975+19.1% |
| Participation rate | 60.5% | 84.2%-23.7pp | 76.6%-16.1pp | 71.1%-10.7pp |
| Annual return | 7.51% | 14.13%-6.6pp | 17.74%-10.2pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,209 | $2,553-52.6% | $2,370-49.0% | $2,182-44.6% |
| Participant deferral / active EE | $2,258 | $4,370-48.3% | $3,550-36.4% | $3,356-32.7% |
| Admin fee / account holder | $170 | $67+153.1% | $5,586-97.0% | $70+141.5% |