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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $170,042 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $106,183 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $76,000 |
KSJG, LLP1 year Filed as: KUSHNER, SMITH JOANOU & GREGSON,LLC Service code 10 8105 IRVINE CENTER DRIVE SUITE 1000 · IRVINE, CA 92618 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $71,720 | $78,852-9.0% | $76,768-6.6% | $75,289-4.7% |
| Participation rate | 68.3% | 85.0%-16.6pp | 77.0%-8.6pp | 72.4%-4.1pp |
| Annual return | -4.20% | -1.29%-2.9pp | 2.43%-6.6pp | -0.04%-4.2pp |
| Employer contribution / active EE | $1,539 | $2,794-44.9% | $2,485-38.1% | $2,405-36.0% |
| Participant deferral / active EE | $3,150 | $4,800-34.4% | $3,852-18.2% | $3,739-15.8% |
| Admin fee / account holder | $91 | $79+15.0% | $6,676-98.6% | $102-11.2% |