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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,605 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $15,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,187 | $64,324-6.4% | $118,946-49.4% | $79,852-24.6% |
| Participation rate | 63.0% | 64.9%-1.9pp | 75.4%-12.4pp | 69.6%-6.7pp |
| Annual return | 11.85% | 86.45%-74.6pp | 35.89%-24.0pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,345 | $2,824-52.4% | $4,266-68.5% | $3,740-64.0% |
| Admin fee / account holder | $8 | $4,040-99.8% | $6,581-99.9% | $5,306-99.8% |