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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,272 |
SAGEPOINT FINANCIAL INC1+ years Filed as: FSC SECURITIES, INC Service code 27 · EIN 58-1288674 | Advisory (Plan) | $0 |
SAGEPOINT FINANCIAL INC1+ years Filed as: FSC SECURITIES, INC. Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,378 | $50,464+67.2% | $75,784+11.3% | $52,331+61.2% |
| Participation rate | 33.3% | 66.8%-33.4pp | 75.8%-42.5pp | 68.1%-34.8pp |
| Annual return | -2.41% | 1.03%-3.4pp | 9.68%-12.1pp | 4.54%-7.0pp |
| Employer contribution / active EE | $1,094 | $1,988-45.0% | $3,323-67.1% | $1,882-41.8% |
| Participant deferral / active EE | $2,191 | $2,570-14.8% | $3,652-40.0% | $3,022-27.5% |
| Admin fee / account holder | $651 | $1,103-40.9% | $5,300-87.7% | $592+10.1% |