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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC6 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $101,051 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,101 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,489 | $83,884+22.2% | $64,099+59.9% | $74,440+37.7% |
| Participation rate | 95.9% | 76.6%+19.3pp | 72.3%+23.6pp | 70.7%+25.2pp |
| Annual return | 14.57% | 16.57%-2.0pp | 33.70%-19.1pp | 34.37%-19.8pp |
| Employer contribution / active EE | $5,789 | $3,084+87.7% | $2,748+110.6% | $2,638+119.4% |
| Participant deferral / active EE | $2,880 | $3,692-22.0% | $3,881-25.8% | $4,529-36.4% |
| Admin fee / account holder | $176 | $196-10.2% | $3,070-94.3% | $348-49.4% |