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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC6 years Filed as: SAGEPOINT FINANCIAL, INC. Service code 27 80 5TH AVE · NEW YORK, NY 100118015 | Advisory (Plan) | $29,623 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,603 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,947 | $79,151-48.3% | $60,919-32.8% | $64,824-36.8% |
| Participation rate | 36.1% | 77.7%-41.6pp | 73.1%-37.0pp | 71.5%-35.4pp |
| Annual return | -15.38% | -7.12%-8.3pp | 16.96%-32.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $1,215 | $3,052-60.2% | $2,704-55.1% | $2,507-51.5% |
| Participant deferral / active EE | $2,426 | $3,727-34.9% | $3,814-36.4% | $4,311-43.7% |
| Admin fee / account holder | $174 | $106+64.2% | $3,228-94.6% | $188-7.6% |