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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $28,858 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 2800 N CENTRAL AVE STE 2100 · PHOENIX, AZ 850041098 | Advisory (Plan) | $10,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,227 | $56,640-71.3% | $78,002-79.2% | $55,167-70.6% |
| Participation rate | 61.4% | 73.3%-11.9pp | 75.5%-14.2pp | 69.0%-7.6pp |
| Annual return | 7.41% | 2868.48%-2861.1pp | 425.99%-418.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,149 | $2,778-58.6% | $3,497-67.1% | $3,054-62.4% |
| Admin fee / account holder | $231 | $467-50.4% | $5,481-95.8% | $504-54.1% |