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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $28,394 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 16 | Consulting | $13,863 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,095 | $63,768-65.4% | $98,483-77.6% | $79,391-72.2% |
| Participation rate | 96.2% | 69.9%+26.3pp | 73.3%+22.8pp | 70.7%+25.4pp |
| Annual return | 10.80% | 626.18%-615.4pp | 1494.38%-1483.6pp | 116.88%-106.1pp |
| Employer contribution / active EE | $2,365 | $2,558-7.5% | $2,961-20.1% | $2,428-2.6% |
| Participant deferral / active EE | $3,033 | $3,305-8.2% | $4,276-29.1% | $4,046-25.0% |
| Admin fee / account holder | $13 | $516-97.5% | $5,953-99.8% | $627-98.0% |