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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $47,695 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,294 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,073 | $70,083-2.9% | $59,887+13.7% | $55,725+22.2% |
| Participation rate | 97.8% | 78.4%+19.4pp | 74.7%+23.1pp | 70.9%+27.0pp |
| Annual return | -5.11% | 3.13%-8.2pp | 3.46%-8.6pp | 244.93%-250.0pp |
| Employer contribution / active EE | $4,631 | $2,878+60.9% | $2,722+70.1% | $2,078+122.8% |
| Participant deferral / active EE | $2,311 | $3,079-24.9% | $3,402-32.1% | $3,356-31.1% |
| Admin fee / account holder | $55 | $70-21.9% | $3,591-98.5% | $115-52.3% |