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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Service code 27 · EIN 20-1741754 | Advisory (Plan) | $44,165 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,070 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $11,214 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL INC. Service code 27 | Advisory (Plan) | $19 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,225 | $82,978+105.1% | $129,995+30.9% | $71,457+138.2% |
| Participation rate | 83.2% | 74.1%+9.1pp | 78.5%+4.7pp | 67.9%+15.3pp |
| Annual return | 17.14% | 20.60%-3.5pp | -137.18%+154.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,041 | $2,622-22.1% | $4,320-52.7% | $2,588-21.1% |
| Participant deferral / active EE | $6,971 | $4,432+57.3% | $5,820+19.8% | $4,289+62.5% |
| Admin fee / account holder | $550 | $1,729-68.2% | $10,614-94.8% | $1,587-65.3% |