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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC8+ years Filed as: RESOURCE INVESTMENT ADVISORS Service code 13 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Contract Administrator | $16,513 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 13 SUITE 185 · OVERLAND PARK, KS 66219 | Contract Administrator | $5,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,120 | $81,948-63.2% | $90,760-66.8% | $64,819-53.5% |
| Participation rate | 50.5% | 80.5%-29.9pp | 75.7%-25.2pp | 71.5%-20.9pp |
| Annual return | -14.74% | -12.53%-2.2pp | -12.16%-2.6pp | 32.84%-47.6pp |
| Employer contribution / active EE | $756 | $3,067-75.3% | $2,922-74.1% | $2,507-69.8% |
| Participant deferral / active EE | $2,085 | $4,844-57.0% | $4,565-54.3% | $4,311-51.6% |
| Admin fee / account holder | $50 | $157-68.1% | $8,444-99.4% | $188-73.3% |