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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC3 years Filed as: SAGEPOINT FINANCIAL FBO BRIAN Service code 15 WELLS FARGO LOCKBOX S4001-01A · TEMPE, AZ 85282 | Recordkeeping | $10,893 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,452 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,874 | $63,768-82.9% | $98,477-89.0% | $79,393-86.3% |
| Participation rate | 90.6% | 69.9%+20.7pp | 73.3%+17.2pp | 70.7%+19.9pp |
| Annual return | 13.29% | 626.18%-612.9pp | 1493.59%-1480.3pp | 116.87%-103.6pp |
| Employer contribution / active EE | $307 | $2,558-88.0% | $2,961-89.6% | $2,428-87.3% |
| Participant deferral / active EE | $1,411 | $3,305-57.3% | $4,276-67.0% | $4,046-65.1% |
| Admin fee / account holder | $51 | $516-90.0% | $5,951-99.1% | $627-91.8% |