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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $11,528 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,900 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $29,778 | $73,102-59.3% | $123,553-75.9% | $56,289-47.1% |
| Participation rate | 96.5% | 74.3%+22.1pp | 82.3%+14.2pp | 69.9%+26.6pp |
| Annual return | -5.64% | 3.01%-8.6pp | 119.21%-124.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,155 | $2,977-27.6% | $4,628-53.4% | $2,111+2.1% |
| Participant deferral / active EE | $6,590 | $5,423+21.5% | $6,426+2.6% | $3,350+96.7% |
| Admin fee / account holder | $83 | $554-85.0% | $9,284-99.1% | $521-84.1% |