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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL INC. Service code 27 30 EAST THOMAS RD · PHOENIX, AZ 85012 | Advisory (Plan) | $23,740 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,739 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $2,789 |
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 | $30,243 | $95,417-68.3% | $135,974-77.8% | $74,460-59.4% |
| Participation rate | 68.8% | 78.2%-9.4pp | 81.9%-13.1pp | 70.7%-1.9pp |
| Annual return | 46.27% | 32.76%+13.5pp | 68.30%-22.0pp | 34.38%+11.9pp |
| Employer contribution / active EE | $3,421 | $3,878-11.8% | $4,859-29.6% | $2,638+29.7% |
| Participant deferral / active EE | $5,143 | $7,789-34.0% | $7,760-33.7% | $4,530+13.5% |
| Admin fee / account holder | $213 | $266-19.9% | $10,767-98.0% | $348-38.7% |