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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,010 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,041 |
Filed as: ABACUS BENEFIT SOLUTIONS Service code 15 · EIN 05-0460654 | Recordkeeping | $3,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,685 | $74,347-68.1% | $93,621-74.7% | $67,579-65.0% |
| Participation rate | 59.8% | 80.6%-20.8pp | 75.8%-16.0pp | 71.3%-11.4pp |
| Annual return | 26.27% | 28.07%-1.8pp | 32.76%-6.5pp | 378.56%-352.3pp |
| Employer contribution / active EE | $2,261 | $2,583-12.5% | $2,719-16.8% | $2,148+5.3% |
| Participant deferral / active EE | $2,621 | $4,060-35.4% | $4,070-35.6% | $3,539-26.0% |
| Admin fee / account holder | $217 | $123+76.5% | $7,890-97.3% | $142+52.2% |