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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1+ years Filed as: SAGEPOINT FINANCIAL Service code 27 2800 N. CENTRAL AVE, · PHOENIX, AZ 85004 | Advisory (Plan) | $8,266 |
Service code 37 · EIN 04-2647786 | Loan Processing | $388 |
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.
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 | $34,252 | $52,639-34.9% | $185,117-81.5% | $62,293-45.0% |
| Participation rate | 61.4% | 63.9%-2.5pp | 77.3%-15.9pp | 69.5%-8.1pp |
| Annual return | 0.00% | 19.57%-19.6pp | 40.50%-40.5pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,441 | $3,097+11.1% | $5,045-31.8% | $3,169+8.6% |
| Admin fee / account holder | $75 | $374-79.9% | $8,159-99.1% | $479-84.3% |