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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,120 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $25,282 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,122 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $341 |
Service code 99 200 N ALMADEN BLVD 3RD FL · SAN JOSE, CA 95110 | Other Fees | $308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $180,002 | $63,156+185.0% | $122,354+47.1% | $62,293+189.0% |
| Participation rate | 53.4% | 60.0%-6.6pp | 71.6%-18.2pp | 69.5%-16.1pp |
| Annual return | 18.97% | 20.61%-1.6pp | 30.28%-11.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,143 | $2,321+35.4% | $3,287-4.4% | $3,169-0.8% |
| Admin fee / account holder | $846 | $440+92.3% | $5,479-84.6% | $479+76.5% |