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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $22,547 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $12,020 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Recordkeeping Fees | $5,826 |
FTJ FUNDCHOICE, LLC6+ years Service code 28 · EIN 43-1451185 AIRPORT CENTER WEST · HEBRON, KY 41048 | Investment Management | $4,240 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,671 | $99,957-73.3% | $149,715-82.2% | $73,493-63.7% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 27.12% | 53.87%-26.8pp | 276.66%-249.5pp | 28.51%-1.4pp |
| Employer contribution / active EE | $1,799 | $3,191-43.6% | $4,645-61.3% | $2,270-20.8% |
| Participant deferral / active EE | $2,586 | $6,073-57.4% | $6,842-62.2% | $3,740-30.9% |
| Admin fee / account holder | $93 | $551-83.1% | $9,310-99.0% | $513-81.9% |