Filed July 12, 1999
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $29,462 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,542 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS KRAVITZ Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,822 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS-KRAVITZ, LLC Service code 13 · EIN 82-3719843 | Contract Administrator | $1,667 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,899 | $54,690+119.2% | $76,030+57.7% | $74,478+61.0% |
| Participation rate | 90.2% | 60.3%+29.9pp | 69.1%+21.2pp | 67.2%+23.0pp |
| Annual return | 11.08% | 31.92%-20.8pp | 361.54%-350.5pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $1,476 | $1,781-17.1% | $2,688-45.1% | $2,626-43.8% |
| Participant deferral / active EE | $4,941 | $3,070+60.9% | $4,257+16.1% | $4,350+13.6% |
| Admin fee / account holder | $409 | $2,240-81.7% | $6,421-93.6% | $1,946-79.0% |