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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Service code 49 · EIN 20-1741754 | Other Services | $4,371 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,045 | $37,440-3.7% | $77,081-53.2% | $66,930-46.1% |
| Participation rate | 16.9% | 52.9%-36.0pp | 67.9%-51.0pp | 69.8%-52.9pp |
| Annual return | -20.58% | -3.26%-17.3pp | 42.33%-62.9pp | 1.57%-22.2pp |
| Employer contribution / active EE | $507 | $1,534-67.0% | $2,813-82.0% | $2,545-80.1% |
| Participant deferral / active EE | $1,691 | $2,620-35.5% | $4,428-61.8% | $4,238-60.1% |
| Admin fee / account holder | $42 | $568-92.7% | $5,427-99.2% | $593-93.0% |