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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC5 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $94,614 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $44,574 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,277 | $79,151+15.3% | $60,906+49.9% | $64,819+40.8% |
| Participation rate | 95.6% | 77.7%+17.9pp | 73.1%+22.5pp | 71.5%+24.1pp |
| Annual return | -12.42% | -7.12%-5.3pp | 16.94%-29.4pp | 32.84%-45.3pp |
| Employer contribution / active EE | $5,770 | $3,052+89.0% | $2,703+113.5% | $2,507+130.2% |
| Participant deferral / active EE | $2,880 | $3,727-22.7% | $3,814-24.5% | $4,311-33.2% |
| Admin fee / account holder | $143 | $106+35.2% | $3,227-95.6% | $188-23.9% |