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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,397 |
SAGEPOINT FINANCIAL INC1 year Service code 49 · EIN 20-1741754 | Other Services | $2,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,149 | $73,102-35.5% | $123,553-61.8% | $56,289-16.2% |
| Participation rate | 66.1% | 74.3%-8.2pp | 82.3%-16.2pp | 69.9%-3.7pp |
| Annual return | -8.03% | 3.01%-11.0pp | 119.21%-127.2pp | -9.96%+1.9pp |
| Employer contribution / active EE | $979 | $2,977-67.1% | $4,628-78.9% | $2,111-53.6% |
| Participant deferral / active EE | $7,737 | $5,423+42.7% | $6,426+20.4% | $3,350+131.0% |
| Admin fee / account holder | $100 | $554-81.9% | $9,284-98.9% | $521-80.8% |