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| Provider | Service type | Compensation |
|---|---|---|
HANSON BRIDGETT LLP1 year Filed as: HANSON MCCLAIN RETIREMENT NETWORK D Service code 55 3017 DOUGLAS BLVD · ROSEVILLE, CA 95661 | Other Commissions | $28,958 |
AMERICA'S 401K, INC.2 years Filed as: AMERICA'S 401K LLC Service code 13 8131 LBJ FREEWAY · DALLAS, TX 75251 | Contract Administrator | $28,650 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,239 |
SAGEPOINT FINANCIAL INC6+ years Service code 55 | Other Commissions | $14,360 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCK PL · THE WOODLANDS, TX 77380 | Contract Administrator | $2,555 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
SAGEPOINT FINANCIAL INC6+ years Filed as: SAGEPOINT FINANCIAL INC. Service code 55 2800 N CENTRAL AVE #2100 · PHOENIX, AZ 85004 | Other Commissions | $0 |
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 | $92,527 | $73,638+25.7% | $95,960-3.6% | $73,493+25.9% |
| Participation rate | 89.3% | 76.2%+13.2pp | 77.1%+12.2pp | 70.7%+18.6pp |
| Annual return | 12.27% | 16.78%-4.5pp | 91.63%-79.4pp | 28.51%-16.2pp |
| Employer contribution / active EE | $2,894 | $1,863+55.3% | $2,541+13.9% | $2,270+27.5% |
| Participant deferral / active EE | $5,725 | $3,617+58.3% | $4,167+37.4% | $3,740+53.1% |
| Admin fee / account holder | $130 | $482-73.1% | $6,797-98.1% | $513-74.7% |