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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $88,726 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $38,973 |
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 | $30,344 | $64,286-52.8% | $90,970-66.6% | $73,412-58.7% |
| Participation rate | 95.7% | 63.6%+32.1pp | 69.0%+26.7pp | 72.2%+23.5pp |
| Annual return | 15.86% | 21.46%-5.6pp | 134.60%-118.7pp | 59.30%-43.4pp |
| Employer contribution / active EE | $636 | $895-28.9% | $2,122-70.0% | $2,234-71.5% |
| Participant deferral / active EE | $2,438 | $2,453-0.6% | $3,373-27.7% | $3,806-36.0% |
| Admin fee / account holder | $8 | $287-97.3% | $5,961-99.9% | $158-95.2% |