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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC4 years Filed as: SAGEPOINT FINANCIAL Service code 26 90 SEVENTH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $15,951 |
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 | $59,960 | $60,788-1.4% | $85,709-30.0% | $79,391-24.5% |
| Participation rate | 38.0% | 62.1%-24.2pp | 69.9%-31.9pp | 70.7%-32.8pp |
| Annual return | 16.46% | 16.57%-0.1pp | 21.49%-5.0pp | 116.88%-100.4pp |
| Employer contribution / active EE | $0 | $1,664-100.0% | $2,619-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,840 | $2,920-37.0% | $3,924-53.1% | $4,046-54.5% |
| Admin fee / account holder | $289 | $439-34.2% | $6,876-95.8% | $627-53.9% |