Filed November 25, 2014
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $49,257 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,998 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,826 | $88,515-61.8% | $162,185-79.1% | $67,582-49.9% |
| Participation rate | 98.0% | 86.8%+11.2pp | 87.6%+10.5pp | 71.3%+26.7pp |
| Annual return | 24.93% | 27.04%-2.1pp | 115.61%-90.7pp | 378.57%-353.6pp |
| Employer contribution / active EE | $604 | $3,563-83.1% | $5,613-89.2% | $2,148-71.9% |
| Participant deferral / active EE | $6,254 | $5,724+9.3% | $7,297-14.3% | $3,539+76.7% |
| Admin fee / account holder | $72 | $124-42.1% | $10,844-99.3% | $142-49.7% |