Filed January 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC5 years Filed as: FSC SECURITIES CORP Service code 16 | Consulting | $49,847 |
Service code 37 · EIN 35-0145825 | Loan Processing | $20,771 |
Service code 26 · EIN 36-3429599 | Advisory (Participants) | $5,501 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORPOR Service code 16 · EIN 58-1288674 | Consulting | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,942 | $52,670-16.6% | $90,404-51.4% | $73,409-40.1% |
| Participation rate | 88.8% | 67.7%+21.1pp | 72.7%+16.1pp | 72.2%+16.6pp |
| Annual return | 16.40% | 20.70%-4.3pp | 1293.02%-1276.6pp | 59.29%-42.9pp |
| Employer contribution / active EE | $762 | $1,872-59.3% | $3,262-76.6% | $2,234-65.9% |
| Participant deferral / active EE | $4,109 | $2,807+46.4% | $3,963+3.7% | $3,805+8.0% |
| Admin fee / account holder | $144 | $117+23.6% | $5,611-97.4% | $158-8.6% |