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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 | Advisory (Plan) | $26,374 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,132 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,873 | $56,640-26.1% | $80,977-48.3% | $57,658-27.4% |
| Participation rate | 81.5% | 75.9%+5.6pp | 75.8%+5.7pp | 70.2%+11.3pp |
| Annual return | 21.47% | 19.97%+1.5pp | 17.11%+4.4pp | 5.13%+16.3pp |
| Employer contribution / active EE | $2,713 | $2,085+30.1% | $3,715-27.0% | $1,974+37.4% |
| Participant deferral / active EE | $8,555 | $4,944+73.0% | $5,696+50.2% | $3,061+179.5% |
| Admin fee / account holder | $121 | $87+38.5% | $5,517-97.8% | $95+27.6% |