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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES3+ years Filed as: SAGE POINT FINANCIAL INC. Service code 16 · EIN 20-1741754 | Consulting | $58,503 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,012 |
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 | $73,783 | $74,552-1.0% | $63,018+17.1% | $69,631+6.0% |
| Participation rate | 98.3% | 78.3%+20.0pp | 74.8%+23.5pp | 70.7%+27.6pp |
| Annual return | 15.79% | 15.77%0pp | 87.62%-71.8pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $4,594 | $2,929+56.8% | $2,761+66.4% | $2,032+126.1% |
| Participant deferral / active EE | $2,358 | $2,974-20.7% | $3,330-29.2% | $3,224-26.8% |
| Admin fee / account holder | $101 | $59+70.6% | $3,601-97.2% | $110-8.2% |