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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES INC FBO MATTHEW Service code 26 2300 WINDY RIDGE PKWY · ATLANTA, GA 30339 | Advisory (Participants) | $5,216 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,563 | $44,221-62.5% | $121,220-86.3% | $56,287-70.6% |
| Participation rate | 58.6% | 61.1%-2.5pp | 71.8%-13.2pp | 69.9%-11.3pp |
| Annual return | -6.35% | -3.58%-2.8pp | 16.94%-23.3pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,007 | $2,521-20.4% | $3,345-40.0% | $3,350-40.1% |
| Admin fee / account holder | $80 | $480-83.3% | $5,021-98.4% | $521-84.6% |