Filed June 14, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC4 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 18 · EIN 43-1451524 | Investment advisory (participants); I... | $45,763 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $18,013 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,278 | $61,166+18.2% | $185,849-61.1% | $79,391-9.0% |
| Participation rate | 88.2% | 66.6%+21.6pp | 81.7%+6.5pp | 70.7%+17.5pp |
| Annual return | 11.04% | 19.45%-8.4pp | 122.10%-111.1pp | 116.88%-105.8pp |
| Employer contribution / active EE | $2,089 | $2,321-10.0% | $5,169-59.6% | $2,428-14.0% |
| Participant deferral / active EE | $3,508 | $2,789+25.8% | $5,569-37.0% | $4,046-13.3% |
| Admin fee / account holder | $300 | $710-57.8% | $16,244-98.2% | $627-52.2% |