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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $13,266 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,581 |
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 | $40,395 | $60,795-33.6% | $69,483-41.9% | $65,186-38.0% |
| Participation rate | 89.0% | 74.9%+14.2pp | 74.6%+14.4pp | 70.2%+18.8pp |
| Annual return | 18.49% | 17.46%+1.0pp | 28.99%-10.5pp | 29.39%-10.9pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,687 | $3,162+16.6% | $3,537+4.3% | $3,514+4.9% |
| Admin fee / account holder | $76 | $314-75.8% | $3,841-98.0% | $847-91.0% |