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: RESOURCE INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $18,595 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,918 | $91,406-24.6% | $130,062-47.0% | $74,473-7.5% |
| Participation rate | 45.0% | 77.8%-32.8pp | 78.5%-33.5pp | 70.7%-25.7pp |
| Annual return | 16.79% | 23.21%-6.4pp | -137.37%+154.2pp | 34.36%-17.6pp |
| Employer contribution / active EE | $941 | $2,565-63.3% | $4,322-78.2% | $2,638-64.3% |
| Participant deferral / active EE | $1,707 | $4,724-63.9% | $5,821-70.7% | $4,530-62.3% |
| Admin fee / account holder | $273 | $283-3.5% | $10,601-97.4% | $347-21.2% |