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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,544 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $13,273 |
JONES & ROTH, PC3 years Filed as: JONES & ROTH P.C. Service code 10 · EIN 93-0819646 | Accounting | $9,415 |
Participant 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.
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 | $27,185 | $86,341-68.5% | $125,195-78.3% | $65,186-58.3% |
| Participation rate | 77.5% | 75.3%+2.2pp | 79.8%-2.3pp | 70.2%+7.3pp |
| Annual return | 21.44% | 27.44%-6.0pp | 43.79%-22.4pp | 29.39%-7.9pp |
| Employer contribution / active EE | $1,058 | $2,040-48.1% | $3,866-72.6% | $2,177-51.4% |
| Participant deferral / active EE | $1,674 | $3,538-52.7% | $4,937-66.1% | $3,514-52.4% |
| Admin fee / account holder | $51 | $609-91.7% | $9,704-99.5% | $847-94.0% |