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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC8 years Filed as: FSC SECURITIES CORPORATION Service code 27 2300 WINDY RIDGE PKWY. · ATLANTA, GA 30339 | Advisory (Plan) | $43,872 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $20,983 |
TENNESSEE PENSION ADMINISTRATORS9+ years Service code 13 11911 KINGSTON PIKE · KNOXVILLE, TN 37934 | Contract Administrator | $17,568 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,230 | $95,417+27.1% | $135,974-10.8% | $74,460+62.8% |
| Participation rate | 65.9% | 78.2%-12.4pp | 81.9%-16.1pp | 70.7%-4.9pp |
| Annual return | 15.90% | 32.76%-16.9pp | 68.30%-52.4pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,841 | $3,878-26.7% | $4,859-41.5% | $2,638+7.7% |
| Participant deferral / active EE | $7,720 | $7,789-0.9% | $7,760-0.5% | $4,530+70.4% |
| Admin fee / account holder | $311 | $266+17.0% | $10,767-97.1% | $348-10.5% |