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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES3+ years Filed as: SAGE POINT FINANCIAL INC. Service code 16 · EIN 20-1741754 | Consulting | $8,938 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,960 |
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 | $37,570 | $57,976-35.2% | $63,018-40.4% | $62,293-39.7% |
| Participation rate | 89.3% | 75.9%+13.4pp | 74.8%+14.5pp | 69.5%+19.8pp |
| Annual return | 14.54% | 17.54%-3.0pp | 87.62%-73.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,307 | $2,956+11.9% | $3,330-0.7% | $3,169+4.4% |
| Admin fee / account holder | $52 | $276-81.2% | $3,601-98.6% | $479-89.2% |