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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $85,481 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,134 |
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 | $78,751 | $95,542-17.6% | $69,464+13.4% | $67,579+16.5% |
| Participation rate | 97.4% | 79.4%+18.1pp | 74.6%+22.8pp | 71.3%+26.2pp |
| Annual return | 18.17% | 17.67%+0.5pp | 28.98%-10.8pp | 378.56%-360.4pp |
| Employer contribution / active EE | $5,001 | $2,989+67.3% | $2,779+79.9% | $2,148+132.9% |
| Participant deferral / active EE | $2,492 | $3,263-23.6% | $3,536-29.5% | $3,539-29.6% |
| Admin fee / account holder | $137 | $90+52.4% | $3,840-96.4% | $142-3.8% |