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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $51,544 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $14,600 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $12,105 |
CONRAD SIEGEL5 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $11,173 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVEST MGMT INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BLACKROCK8+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS8+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 2005 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $0 |
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 | $111,079 | $84,493+31.5% | $125,381-11.4% | $66,938+65.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.55% | -8.49%-8.1pp | 572.31%-588.9pp | 1.58%-18.1pp |
| Employer contribution / active EE | $7,840 | $3,554+120.6% | $4,815+62.8% | $2,545+208.0% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $434 | $685-36.6% | $10,007-95.7% | $594-26.9% |