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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES2+ years Filed as: SAGE POINT FINANCIAL INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $7,479 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,988 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,979 | $52,467-37.1% | $57,196-42.3% | $55,167-40.2% |
| Participation rate | 93.4% | 75.8%+17.5pp | 75.3%+18.0pp | 69.0%+24.4pp |
| Annual return | 8.39% | 7.72%+0.7pp | 14.59%-6.2pp | 169.23%-160.8pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,438 | $2,830+21.5% | $3,096+11.0% | $3,054+12.6% |
| Admin fee / account holder | $43 | $269-83.9% | $3,141-98.6% | $504-91.4% |