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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $6,856 |
SAGEPOINT FINANCIAL INC1+ years Filed as: SAGEPOINT FINANCIAL, INC. Service code 55 | Other Commissions | $5,894 |
PENSION STRATEGIES, LLC2+ years Service code 13 · EIN 20-0333992 | Contract Administrator | $2,193 |
SAGEPOINT FINANCIAL INC2+ years Service code 55 · EIN 20-1741754 | Other Commissions | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,763 | $52,884-70.2% | $84,753-81.4% | $55,167-71.4% |
| Participation rate | 73.2% | 67.5%+5.7pp | 76.6%-3.4pp | 69.0%+4.2pp |
| Annual return | 7.75% | 18.03%-10.3pp | 22.78%-15.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $316 | $2,233-85.9% | $3,574-91.2% | $1,963-83.9% |
| Participant deferral / active EE | $2,244 | $2,644-15.1% | $3,712-39.6% | $3,054-26.5% |
| Admin fee / account holder | $58 | $581-90.0% | $5,333-98.9% | $504-88.5% |