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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL FBO BRIAN MURPH Service code 15 305 N SAN MARINO AVENUE · SAN GABRIEL, CA 91775 | Recordkeeping | $8,213 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,327 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,414 | $51,197-75.8% | $82,719-85.0% | $66,914-81.4% |
| Participation rate | 86.1% | 67.8%+18.3pp | 72.6%+13.5pp | 69.8%+16.3pp |
| Annual return | -15.21% | -9.64%-5.6pp | 701.18%-716.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,769 | $3,458-48.8% | $4,395-59.8% | $4,237-58.3% |
| Admin fee / account holder | $56 | $416-86.4% | $5,329-98.9% | $593-90.5% |