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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $25,461 |
BPM LLP2 years Service code 10 600 CALIFORNIA ST STE 600 · SAN FRANCISCO, CA 94108 | Accounting | $12,840 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,668 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,617 |
TD AMERITRADE, INC.4 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $49 |
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 | $189,380 | $48,570+289.9% | $130,660+44.9% | $72,975+159.5% |
| Participation rate | 57.6% | 58.6%-0.9pp | 71.7%-14.1pp | 69.5%-11.8pp |
| Annual return | 16.99% | 38.63%-21.6pp | 1709.29%-1692.3pp | 81.01%-64.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,479 | $2,384+46.0% | $3,603-3.4% | $3,608-3.6% |
| Admin fee / account holder | $671 | $3,549-81.1% | $5,463-87.7% | $5,124-86.9% |