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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,603 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,693 | $99,957-64.3% | $149,715-76.2% | $73,493-51.4% |
| Participation rate | 62.4% | 75.7%-13.3pp | 82.5%-20.0pp | 70.7%-8.3pp |
| Annual return | 27.52% | 53.87%-26.3pp | 276.66%-249.1pp | 28.51%-1.0pp |
| Employer contribution / active EE | $779 | $3,191-75.6% | $4,645-83.2% | $2,270-65.7% |
| Participant deferral / active EE | $4,737 | $6,073-22.0% | $6,842-30.8% | $3,740+26.7% |
| Admin fee / account holder | $115 | $551-79.2% | $9,310-98.8% | $513-77.7% |