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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1+ years Service code 55 2800 N CENTRAL AVE STE 2100 · PHOENIX, AZ 85004 | Other Commissions | $16,416 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS , LLC Service code 18 12531 HIGH BLUFF DR · SAN DIEGO, CA 92130 | Investment advisory (plan); Investmen... | $16,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,229 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $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 | $48,608 | $53,412-9.0% | $68,509-29.0% | $52,331-7.1% |
| Participation rate | 73.7% | 71.7%+2.0pp | 74.7%-1.0pp | 68.1%+5.6pp |
| Annual return | 1.68% | 3.42%-1.7pp | 8.27%-6.6pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,679 | $1,607+4.5% | $2,278-26.3% | $1,882-10.7% |
| Participant deferral / active EE | $3,665 | $2,688+36.3% | $3,382+8.3% | $3,022+21.3% |
| Admin fee / account holder | $151 | $461-67.3% | $5,275-97.1% | $592-74.5% |