Filed November 25, 2014
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $93,285 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $60,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,908 | $111,608-64.2% | $177,848-77.6% | $73,412-45.6% |
| Participation rate | 97.7% | 87.9%+9.8pp | 87.7%+10.0pp | 72.2%+25.5pp |
| Annual return | 17.19% | 18.23%-1.0pp | 48.33%-31.1pp | 59.30%-42.1pp |
| Employer contribution / active EE | $716 | $3,796-81.1% | $5,919-87.9% | $2,234-67.9% |
| Participant deferral / active EE | $7,745 | $6,199+24.9% | $7,714+0.4% | $3,806+103.5% |
| Admin fee / account holder | $72 | $166-56.4% | $12,431-99.4% | $158-54.3% |