Filed June 14, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC5 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 18 · EIN 43-1451524 | Direct payment from the plan; Investm... | $44,213 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,758 |
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 | $55,679 | $65,125-14.5% | $143,797-61.3% | $66,949-16.8% |
| Participation rate | 85.5% | 65.2%+20.3pp | 80.3%+5.2pp | 69.8%+15.6pp |
| Annual return | -15.31% | -11.13%-4.2pp | -0.04%-15.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $2,143 | $2,362-9.3% | $4,952-56.7% | $2,545-15.8% |
| Participant deferral / active EE | $3,637 | $2,920+24.5% | $5,638-35.5% | $4,239-14.2% |
| Admin fee / account holder | $241 | $503-52.0% | $14,679-98.4% | $594-59.4% |