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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC3 years Filed as: SAGEPOINT FINANCIAL Service code 26 90 SEVENTH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $12,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,427 | $55,636+5.0% | $81,982-28.7% | $73,497-20.5% |
| Participation rate | 36.4% | 62.3%-25.9pp | 69.3%-32.8pp | 70.7%-34.2pp |
| Annual return | 16.89% | 19.07%-2.2pp | 41.31%-24.4pp | 28.51%-11.6pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,629 | $2,762-41.0% | $3,722-56.2% | $3,740-56.4% |
| Admin fee / account holder | $259 | $493-47.5% | $5,665-95.4% | $513-49.6% |