Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL INC. Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $69,648 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,750 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $15,458 |
ALBIN RANDALL & BENNETT2 years Service code 10 130 MIDDLE ST 3RD FLR · PORTLAND, ME 04101 | Accounting | $13,500 |
DOWNEAST PENSION SERVICES, INC.4+ years Service code 13 41 CAMPUS DR., SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $10,348 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,766 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,499 | $64,311-41.7% | $110,243-66.0% | $75,289-50.2% |
| Participation rate | 85.7% | 79.3%+6.5pp | 79.8%+5.9pp | 72.4%+13.3pp |
| Annual return | -5.15% | -1.74%-3.4pp | 314.76%-319.9pp | -0.04%-5.1pp |
| Employer contribution / active EE | $852 | $2,404-64.5% | $3,827-77.7% | $2,405-64.6% |
| Participant deferral / active EE | $2,926 | $3,892-24.8% | $4,672-37.4% | $3,739-21.7% |
| Admin fee / account holder | $57 | $88-34.5% | $8,548-99.3% | $102-43.9% |