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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,797 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,077 | $60,139-66.6% | $90,461-77.8% | $79,856-74.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.37% | 71.96%-58.6pp | 1294.76%-1281.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,299 | $2,069+11.1% | $3,264-29.6% | $2,471-7.0% |
| Participant deferral / active EE | $2,539 | $2,939-13.6% | $3,964-35.9% | $3,741-32.1% |
| Admin fee / account holder | $56 | $3,978-98.6% | $5,617-99.0% | $5,306-98.9% |