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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $131,874 |
Service code 38 · EIN 35-0145825 | Participant Communication | $38,086 |
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,982 |
INDEPENDENT FINANCIAL PARTNERS5+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $2,453 |
Service code 49 · EIN 04-1590850 | Other Services | $1,676 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUND Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,149 | $40,174-34.9% | $84,021-68.9% | $67,579-61.3% |
| Participation rate | 94.1% | 62.7%+31.4pp | 69.0%+25.1pp | 71.3%+22.8pp |
| Annual return | 21.72% | 25.82%-4.1pp | 71.32%-49.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $484 | $808-40.1% | $1,984-75.6% | $2,148-77.5% |
| Participant deferral / active EE | $1,940 | $2,301-15.7% | $3,239-40.1% | $3,539-45.2% |
| Admin fee / account holder | $45 | $128-65.1% | $6,102-99.3% | $142-68.6% |