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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC6 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $17,915 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,263 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,113 | $65,582-14.4% | $64,097-12.5% | $71,529-21.6% |
| Participation rate | 88.0% | 73.2%+14.8pp | 72.3%+15.7pp | 67.9%+20.0pp |
| Annual return | 14.48% | 18.96%-4.5pp | 33.75%-19.3pp | 28.97%-14.5pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,750-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $4,786 | $3,628+31.9% | $3,881+23.3% | $4,291+11.5% |
| Admin fee / account holder | $102 | $616-83.4% | $3,070-96.7% | $1,588-93.6% |