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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 | $181,155 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $149,621 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,554 |
PENSION ASSURANCE LLP1 year Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $20,000 |
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 | $101,984 | $134,619-24.2% | $111,319-8.4% | $101,555+0.4% |
| Participation rate | 71.6% | 89.0%-17.4pp | 77.3%-5.7pp | 74.5%-2.9pp |
| Annual return | 14.09% | 17.96%-3.9pp | 54.68%-40.6pp | 21.00%-6.9pp |
| Employer contribution / active EE | $1,840 | $3,829-51.9% | $2,732-32.6% | $2,972-38.1% |
| Participant deferral / active EE | $4,084 | $6,572-37.9% | $4,488-9.0% | $4,874-16.2% |
| Admin fee / account holder | $76 | $86-11.6% | $7,966-99.0% | $139-45.3% |