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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 27 · EIN 20-1741754 | Advisory (Plan) | $8,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,831 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,495 | $80,177-60.7% | $123,894-74.6% | $57,658-45.4% |
| Participation rate | 95.8% | 74.4%+21.4pp | 81.4%+14.4pp | 70.2%+25.6pp |
| Annual return | 20.01% | 17.90%+2.1pp | 47.52%-27.5pp | 5.13%+14.9pp |
| Employer contribution / active EE | $3,580 | $2,913+22.9% | $4,617-22.5% | $1,974+81.4% |
| Participant deferral / active EE | $9,895 | $5,130+92.9% | $5,984+65.4% | $3,061+223.3% |
| Admin fee / account holder | $18 | $106-83.2% | $8,357-99.8% | $95-81.1% |