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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2+ years Service code 55 2800 N CENTRAL AVE STE 2100 · PHOENIX, AZ 85004 | Other Commissions | $11,475 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,344 |
Filed as: NATIONAL FINANCIAL SERVICES LC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,414 | $58,726-61.8% | $92,233-75.7% | $62,292-64.0% |
| Participation rate | 42.5% | 68.3%-25.9pp | 76.5%-34.0pp | 69.5%-27.0pp |
| Annual return | 13.16% | 43.62%-30.5pp | 176.28%-163.1pp | 28.90%-15.7pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $981 | $2,766-64.5% | $3,897-74.8% | $3,169-69.1% |
| Admin fee / account holder | $19 | $556-96.5% | $5,194-99.6% | $479-96.0% |