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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL INC. Service code 27 20 EAST THOMAS ROAD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $14,330 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY F Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,917 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,813 | $84,499-78.9% | $125,391-85.8% | $66,949-73.4% |
| Participation rate | 68.1% | 76.4%-8.3pp | 82.4%-14.3pp | 69.8%-1.7pp |
| Annual return | -10.36% | -8.49%-1.9pp | 572.41%-582.8pp | 1.57%-11.9pp |
| Employer contribution / active EE | $2,408 | $3,554-32.2% | $4,816-50.0% | $2,545-5.4% |
| Participant deferral / active EE | $4,349 | $6,785-35.9% | $7,448-41.6% | $4,239+2.6% |
| Admin fee / account holder | $153 | $685-77.6% | $10,009-98.5% | $594-74.2% |