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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC3 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $75,893 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,650 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,182 | $84,948+3.8% | $70,476+25.1% | $73,412+20.1% |
| Participation rate | 96.9% | 79.9%+17.0pp | 75.1%+21.8pp | 72.2%+24.7pp |
| Annual return | 12.48% | 13.39%-0.9pp | 109.12%-96.6pp | 59.30%-46.8pp |
| Employer contribution / active EE | $5,008 | $2,834+76.7% | $2,738+82.9% | $2,234+124.2% |
| Participant deferral / active EE | $2,490 | $3,387-26.5% | $3,710-32.9% | $3,806-34.6% |
| Admin fee / account holder | $127 | $98+29.1% | $3,847-96.7% | $158-19.8% |