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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,003 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,143 | $89,370-27.1% | $141,197-53.9% | $72,976-10.7% |
| Participation rate | 85.9% | 75.1%+10.8pp | 82.5%+3.4pp | 69.5%+16.4pp |
| Annual return | 20.82% | 111.88%-91.1pp | 71.41%-50.6pp | 81.02%-60.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,368 | $5,419+128.3% | $6,710+84.3% | $3,608+242.8% |
| Admin fee / account holder | $83 | $5,957-98.6% | $10,265-99.2% | $5,124-98.4% |