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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC5 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $15,976 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,194 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,435 | $60,989-20.6% | $60,919-20.5% | $66,949-27.7% |
| Participation rate | 88.1% | 74.5%+13.6pp | 73.1%+15.0pp | 69.8%+18.2pp |
| Annual return | -10.42% | -9.60%-0.8pp | 16.96%-27.4pp | 1.57%-12.0pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,603 | $3,615+27.3% | $3,814+20.7% | $4,239+8.6% |
| Admin fee / account holder | $83 | $338-75.4% | $3,228-97.4% | $594-86.0% |