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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES2+ years Filed as: SAGE POINT FINANCIAL INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $47,827 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $31,893 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $63,702 | $68,408-6.9% | $57,196+11.4% | $57,658+10.5% |
| Participation rate | 98.9% | 79.1%+19.8pp | 75.3%+23.6pp | 70.2%+28.7pp |
| Annual return | 7.34% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $4,656 | $2,869+62.3% | $2,683+73.6% | $1,974+135.9% |
| Participant deferral / active EE | $2,578 | $2,903-11.2% | $3,096-16.7% | $3,061-15.8% |
| Admin fee / account holder | $83 | $70+19.2% | $3,141-97.4% | $95-12.2% |