Filed June 14, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC6 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 18 · EIN 43-1451524 | Direct payment from the plan; Investm... | $45,770 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,139 |
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 | $65,216 | $47,180+38.2% | $149,723-56.4% | $74,473-12.4% |
| Participation rate | 80.3% | 63.4%+16.9pp | 78.8%+1.5pp | 70.7%+9.6pp |
| Annual return | 15.33% | 22.75%-7.4pp | 134.50%-119.2pp | 34.36%-19.0pp |
| Employer contribution / active EE | $2,029 | $1,907+6.4% | $4,821-57.9% | $2,638-23.1% |
| Participant deferral / active EE | $3,315 | $2,730+21.4% | $5,682-41.7% | $4,530-26.8% |
| Admin fee / account holder | $258 | $343-24.7% | $13,215-98.0% | $347-25.6% |