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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT. ADVISORS Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66221 | Advisory (Plan) | $7,886 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,217 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISOIRS Service code 28 4860 COLLEGE BLVD · LEAWOOD, KS 66221 | Investment Management | $128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,293 | $37,446+37.0% | $77,552-33.9% | $79,856-35.8% |
| Participation rate | 35.2% | 41.5%-6.3pp | 54.2%-19.0pp | 69.6%-34.4pp |
| Annual return | 14.63% | 39.76%-25.1pp | 54.82%-40.2pp | 31.71%-17.1pp |
| Employer contribution / active EE | $645 | $637+1.2% | $987-34.7% | $2,471-73.9% |
| Participant deferral / active EE | $1,019 | $1,261-19.2% | $1,861-45.2% | $3,741-72.8% |
| Admin fee / account holder | $331 | $2,506-86.8% | $2,859-88.4% | $5,306-93.8% |