Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL Service code 28 103 PARK ST · LEWISTON, ME 04240 | Investment Management | $32,443 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,042 | $122,239-24.7% | $184,200-50.0% | $74,546+23.5% |
| Participation rate | 68.4% | 85.5%-17.1pp | 86.8%-18.4pp | 67.2%+1.2pp |
| Annual return | 14.96% | 19.95%-5.0pp | 28.80%-13.8pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $2,288 | $4,537-49.6% | $6,424-64.4% | $2,624-12.8% |
| Participant deferral / active EE | $5,102 | $7,139-28.5% | $9,132-44.1% | $4,347+17.3% |
| Admin fee / account holder | $395 | $1,260-68.6% | $13,907-97.2% | $1,944-79.7% |