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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $449 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC1 year Filed as: AIG SECURITIES A K A SAGEPOINT ADVI Service code 49 9171 TOWNE CENTER DR SUITE 500 · SAN DIEGO, CA 92122 | Other Services | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,043 | $82,678-84.2% | $125,391-89.6% | $68,490-81.0% |
| Participation rate | 43.6% | 75.1%-31.5pp | 82.4%-38.8pp | 67.9%-24.3pp |
| Annual return | -13.21% | -5.97%-7.2pp | 572.41%-585.6pp | -7.85%-5.4pp |
| Employer contribution / active EE | $825 | $3,382-75.6% | $4,816-82.9% | $2,597-68.2% |
| Participant deferral / active EE | $1,385 | $6,111-77.3% | $7,448-81.4% | $4,028-65.6% |
| Admin fee / account holder | $9 | $6,277-99.9% | $10,009-99.9% | $5,403-99.8% |