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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $100,410 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,448 |
CARLSON QUINN8+ years Service code 13 | Contract Administrator | $26,711 |
Filed as: EMPOWER ANNUITY INS. CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,679 |
CARLSON QUINN2 years Filed as: CARLSON QUINN, INC. Service code 13 · EIN 94-3210526 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,239 | $84,487+49.4% | $125,339+0.7% | $66,914+88.7% |
| Participation rate | 93.1% | 76.4%+16.7pp | 82.4%+10.7pp | 69.8%+23.3pp |
| Annual return | -17.16% | -8.39%-8.8pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,840 | $3,553-20.1% | $4,814-41.0% | $2,544+11.6% |
| Participant deferral / active EE | $7,581 | $6,781+11.8% | $7,446+1.8% | $4,237+78.9% |
| Admin fee / account holder | $300 | $685-56.3% | $10,010-97.0% | $593-49.5% |