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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $6,458 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,616 | $48,064-65.4% | $78,778-78.9% | $69,631-76.1% |
| Participation rate | 12.0% | 61.6%-49.5pp | 69.2%-57.2pp | 70.7%-58.7pp |
| Annual return | 62.19% | 21.81%+40.4pp | 35.62%+26.6pp | 27571.02%-27508.8pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,009 | $2,079-51.5% | $2,958-65.9% | $3,224-68.7% |
| Admin fee / account holder | $54 | $152-64.8% | $5,134-99.0% | $110-51.5% |