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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $104,206 |
Service code 37 · EIN 35-0145825 | Loan Processing | $69,420 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,649 | $89,370-32.1% | $141,197-57.0% | $72,976-16.9% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 10.51% | 111.88%-101.4pp | 71.41%-60.9pp | 81.02%-70.5pp |
| Employer contribution / active EE | $3,065 | $3,115-1.6% | $4,736-35.3% | $2,440+25.6% |
| Participant deferral / active EE | $4,533 | $5,419-16.3% | $6,710-32.4% | $3,608+25.6% |
| Admin fee / account holder | $8 | $5,957-99.9% | $10,265-99.9% | $5,124-99.8% |