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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC4 years Filed as: SAGEPOINT FINANCIAL, INC. Service code 27 80 5TH AVE · NEW YORK, NY 100118015 | Advisory (Plan) | $27,377 |
Service code 12 · EIN 48-1205033 | Claims processing; Participant loan p... | $8,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,258 | $84,948-60.8% | $70,494-52.8% | $73,412-54.7% |
| Participation rate | 42.2% | 79.9%-37.7pp | 75.1%-32.8pp | 72.2%-29.9pp |
| Annual return | 5.29% | 13.39%-8.1pp | 109.16%-103.9pp | 59.30%-54.0pp |
| Employer contribution / active EE | $1,767 | $2,834-37.6% | $2,738-35.5% | $2,234-20.9% |
| Participant deferral / active EE | $2,594 | $3,387-23.4% | $3,711-30.1% | $3,806-31.8% |
| Admin fee / account holder | $138 | $98+40.3% | $3,848-96.4% | $158-12.8% |