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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,246 |
SAGEPOINT FINANCIAL INC1 year Service code 49 | Other Services | $5,324 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,189 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL Service code 49 · EIN 20-1741754 | Other Services | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,528 | $58,344-51.1% | $98,506-71.0% | $86,821-67.1% |
| Participation rate | 26.8% | 68.4%-41.6pp | 73.3%-46.6pp | 72.3%-45.5pp |
| Annual return | 160.01% | 43.47%+116.5pp | 1494.92%-1334.9pp | 97.94%+62.1pp |
| Employer contribution / active EE | $990 | $2,008-50.7% | $2,961-66.6% | $2,406-58.8% |
| Participant deferral / active EE | $2,170 | $3,156-31.2% | $4,277-49.3% | $4,132-47.5% |
| Admin fee / account holder | $43 | $138-68.8% | $5,955-99.3% | $170-74.7% |