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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES1+ years Filed as: SAGE POINT FINANCIAL INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $42,529 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $35,488 |
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 | $60,244 | $67,166-10.3% | $57,356+5.0% | $55,191+9.2% |
| Participation rate | 99.0% | 77.7%+21.3pp | 75.1%+23.9pp | 69.2%+29.8pp |
| Annual return | 1.22% | 4.22%-3.0pp | 24.41%-23.2pp | 10.78%-9.6pp |
| Employer contribution / active EE | $4,698 | $2,812+67.1% | $2,689+74.7% | $1,899+147.4% |
| Participant deferral / active EE | $2,249 | $2,835-20.7% | $3,162-28.9% | $3,046-26.2% |
| Admin fee / account holder | $80 | $44+84.1% | $3,357-97.6% | $91-11.7% |