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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $7,544 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,500 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $31,045 | $80,753-61.6% | $136,298-77.2% | $62,293-50.2% |
| Participation rate | 96.5% | 73.5%+22.9pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 25.77% | 35.83%-10.1pp | 5156.27%-5130.5pp | 28.90%-3.1pp |
| Employer contribution / active EE | $2,145 | $2,884-25.6% | $4,696-54.3% | $2,042+5.0% |
| Participant deferral / active EE | $6,270 | $5,164+21.4% | $6,247+0.4% | $3,169+97.8% |
| Admin fee / account holder | $57 | $525-89.2% | $9,244-99.4% | $479-88.1% |