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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 12 · EIN 20-1741754 | Claims processing; Investment advisor... | $24,964 |
Service code 12 · EIN 48-1205033 | Float revenue; Recordkeeping fees; Cl... | $2,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,245 | $74,552-59.4% | $63,018-52.0% | $69,631-56.6% |
| Participation rate | 46.3% | 78.3%-32.0pp | 74.8%-28.5pp | 70.7%-24.4pp |
| Annual return | 16.62% | 15.77%+0.8pp | 87.62%-71.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,647 | $2,929-43.8% | $2,761-40.4% | $2,032-19.0% |
| Participant deferral / active EE | $2,304 | $2,974-22.6% | $3,330-30.8% | $3,224-28.5% |
| Admin fee / account holder | $93 | $59+56.0% | $3,601-97.4% | $110-16.1% |