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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 | Recordkeeping | $33,041 |
SAGE ADVISORY SERVICES5+ years Filed as: SAGE POINT FINANCIAL INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $21,476 |
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 | $56,144 | $60,795-7.6% | $69,483-19.2% | $65,186-13.9% |
| Participation rate | 94.2% | 74.9%+19.4pp | 74.6%+19.6pp | 70.2%+24.0pp |
| Annual return | 15.70% | 17.46%-1.8pp | 28.99%-13.3pp | 29.39%-13.7pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,955 | $3,162+25.1% | $3,537+11.8% | $3,514+12.5% |
| Admin fee / account holder | $84 | $314-73.4% | $3,841-97.8% | $847-90.1% |