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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,630 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL, INC JBA FINANC Service code 49 2110 HORSESHOE LANE · LONGVIEW, TX 75605 | Other Services | $0 |
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.
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 | $19,348 | $81,948-76.4% | $90,756-78.7% | $64,814-70.1% |
| Participation rate | 6.3% | 80.5%-74.2pp | 75.7%-69.4pp | 71.5%-65.2pp |
| Annual return | -15.05% | -12.53%-2.5pp | -12.16%-2.9pp | 32.84%-47.9pp |
| Employer contribution / active EE | $0 | $3,067-100.0% | $2,922-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $242 | $4,844-95.0% | $4,565-94.7% | $4,310-94.4% |
| Admin fee / account holder | $35 | $157-77.9% | $8,445-99.6% | $188-81.5% |