Filed June 14, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC3 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 18 · EIN 43-1451524 | Investment advisory (plan); Investmen... | $20,782 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,568 | $58,895+19.8% | $178,503-60.5% | $73,497-4.0% |
| Participation rate | 89.8% | 66.2%+23.6pp | 81.9%+7.9pp | 70.7%+19.1pp |
| Annual return | 76.46% | 24.86%+51.6pp | 151.12%-74.7pp | 28.51%+47.9pp |
| Employer contribution / active EE | $1,255 | $2,236-43.8% | $5,011-74.9% | $2,270-44.7% |
| Participant deferral / active EE | $3,161 | $2,567+23.2% | $5,202-39.2% | $3,740-15.5% |
| Admin fee / account holder | $113 | $400-71.7% | $13,987-99.2% | $513-77.9% |