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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC3 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $12,252 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,079 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,689 | $65,322-30.1% | $70,494-35.2% | $73,497-37.8% |
| Participation rate | 87.9% | 77.0%+11.0pp | 75.1%+12.8pp | 70.7%+17.2pp |
| Annual return | 11.61% | 15.71%-4.1pp | 109.16%-97.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,558 | $3,375+5.4% | $3,711-4.1% | $3,740-4.9% |
| Admin fee / account holder | $74 | $214-65.2% | $3,848-98.1% | $513-85.5% |