Filed December 23, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $78,616 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: MJM401K, LLC Service code 27 4647 N. 32ND STREET SUITE 200 · PHOENIX, AZ 85018 | Advisory (Plan) | $20,000 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $20,000 |
CHARLES SCHWAB & CO., INC.7+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,475 | $144,879-27.2% | $111,308-5.2% | $93,010+13.4% |
| Participation rate | 46.8% | 86.1%-39.4pp | 77.3%-30.5pp | 73.9%-27.1pp |
| Annual return | 18.63% | 18.11%+0.5pp | 54.67%-36.0pp | 158.70%-140.1pp |
| Employer contribution / active EE | $1,412 | $3,052-53.7% | $2,732-48.3% | $2,705-47.8% |
| Participant deferral / active EE | $3,063 | $5,576-45.1% | $4,487-31.7% | $4,561-32.8% |
| Admin fee / account holder | $159 | $104+53.9% | $7,965-98.0% | $152+5.1% |