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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC3+ years Service code 55 · EIN 20-1741754 | Other Commissions | $20,159 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,390 | $63,314+4.9% | $91,004-27.0% | $62,293+6.6% |
| Participation rate | 68.8% | 73.3%-4.6pp | 75.6%-6.9pp | 69.5%-0.8pp |
| Annual return | 22.26% | 21.00%+1.3pp | 4.60%+17.7pp | 28.90%-6.6pp |
| Employer contribution / active EE | $1,663 | $1,807-8.0% | $2,456-32.3% | $2,042-18.6% |
| Participant deferral / active EE | $3,777 | $2,944+28.3% | $3,548+6.5% | $3,169+19.2% |
| Admin fee / account holder | $64 | $468-86.4% | $5,417-98.8% | $479-86.8% |