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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 PO BOX 770001 · CINCINNATI, OH 45277 | Loan Processing | $1,284 |
SAGEPOINT FINANCIAL INC3 years Service code 55 · EIN 20-1741754 | Other Commissions | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $162,812-100.0% | $133,971-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | 7.15% | 41.94%-34.8pp | 45.09%-37.9pp | 302.95%-295.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |