Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC4 years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $27,983 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,879 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,823 | $42,367+12.9% | $79,580-39.9% | $64,819-26.2% |
| Participation rate | 39.7% | 64.7%-25.1pp | 69.5%-29.8pp | 71.5%-31.8pp |
| Annual return | -17.92% | -12.23%-5.7pp | 0.15%-18.1pp | 32.84%-50.8pp |
| Employer contribution / active EE | $2 | $1,181-99.8% | $2,413-99.9% | $2,507-99.9% |
| Participant deferral / active EE | $2,996 | $3,170-5.5% | $3,985-24.8% | $4,311-30.5% |
| Admin fee / account holder | $216 | $160+35.6% | $6,835-96.8% | $188+15.2% |