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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $7,117 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,643 |
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 | $34,324 | $55,002-37.6% | $59,899-42.7% | $56,289-39.0% |
| Participation rate | 88.0% | 75.9%+12.1pp | 74.7%+13.3pp | 69.9%+18.2pp |
| Annual return | -1.93% | 1.13%-3.1pp | 3.46%-5.4pp | -9.96%+8.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,350 | $3,121+7.3% | $3,402-1.5% | $3,3500% |
| Admin fee / account holder | $30 | $236-87.2% | $3,592-99.2% | $521-94.2% |