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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $179,407 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $96,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,128 |
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 | $93,538 | $124,049-24.6% | $95,960-2.5% | $93,223+0.3% |
| Participation rate | 71.3% | 88.4%-17.1pp | 77.1%-5.8pp | 74.9%-3.6pp |
| Annual return | 15.83% | 22.17%-6.3pp | 91.63%-75.8pp | 19.29%-3.5pp |
| Employer contribution / active EE | $1,853 | $3,478-46.7% | $2,541-27.1% | $2,680-30.8% |
| Participant deferral / active EE | $3,888 | $6,147-36.7% | $4,167-6.7% | $4,563-14.8% |
| Admin fee / account holder | $62 | $73-15.2% | $6,797-99.1% | $79-22.1% |