Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $33,754 |
SAGEPOINT FINANCIAL INC2+ years Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 | Advisory (Plan) | $13,513 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $7,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,047 | $41,281-27.2% | $109,313-72.5% | $57,658-47.9% |
| Participation rate | 51.1% | 59.3%-8.2pp | 71.3%-20.2pp | 70.2%-19.1pp |
| Annual return | 8.23% | 8.97%-0.7pp | 22.07%-13.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $911 | $1,201-24.1% | $3,892-76.6% | $1,974-53.8% |
| Participant deferral / active EE | $1,573 | $2,223-29.2% | $3,166-50.3% | $3,061-48.6% |
| Admin fee / account holder | $246 | $75+227.3% | $5,666-95.7% | $95+160.5% |