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| Provider | Service type | Compensation |
|---|---|---|
ANDREW FAIR, ESQ.1 year Filed as: ANDREW BLUNT Service code 16 · EIN 20-1741754 SAGEPOINT FINANCIAL, INC. · PHOENIX, AZ 85012 | Consulting | $15,478 |
HEATHER ROMERI1 year Filed as: HEATHER PACHECO Service code 16 · EIN 20-1741754 SAGEPOINT FINANCIAL, INC. · PHOENIX, AZ 85012 | Consulting | $6,633 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,215 | $64,119-9.2% | $112,228-48.1% | $66,914-13.0% |
| Participation rate | 61.2% | 68.5%-7.3pp | 75.1%-13.9pp | 69.8%-8.6pp |
| Annual return | -19.17% | -13.81%-5.4pp | 27.45%-46.6pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,432 | $3,005-52.4% | $3,635-60.6% | $2,544-43.7% |
| Participant deferral / active EE | $2,659 | $3,693-28.0% | $4,728-43.8% | $4,237-37.2% |
| Admin fee / account holder | $291 | $625-53.5% | $6,410-95.5% | $593-51.0% |