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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORPORATION Service code 27 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Advisory (Plan) | $10,695 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,327 |
Filed as: ENVESTNET RTIREMENT SOLUTIONS, LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $1,319 |
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 | $57,126 | $58,888-3.0% | $178,499-68.0% | $73,493-22.3% |
| Participation rate | 92.6% | 66.2%+26.4pp | 81.9%+10.7pp | 70.7%+21.9pp |
| Annual return | 21.33% | 24.86%-3.5pp | 151.10%-129.8pp | 28.51%-7.2pp |
| Employer contribution / active EE | $7,337 | $2,236+228.1% | $5,011+46.4% | $2,270+223.2% |
| Participant deferral / active EE | $7,513 | $2,568+192.6% | $5,202+44.4% | $3,740+100.9% |
| Admin fee / account holder | $60 | $400-85.1% | $13,986-99.6% | $513-88.4% |