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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE ADVISORY LLC Service code 26 · EIN 47-2790722 | Advisory (Participants) | $12,890 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,738 |
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 | $84,211 | $81,537+3.3% | $149,721-43.8% | $69,631+20.9% |
| Participation rate | 92.7% | 86.1%+6.5pp | 87.1%+5.6pp | 70.7%+22.0pp |
| Annual return | 24.10% | 22.79%+1.3pp | 1501.67%-1477.6pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $1,741 | $3,239-46.2% | $5,444-68.0% | $2,032-14.3% |
| Participant deferral / active EE | $11,306 | $4,994+126.4% | $6,568+72.1% | $3,224+250.7% |
| Admin fee / account holder | $46 | $107-56.8% | $11,282-99.6% | $110-58.2% |