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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $36,960 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,175 | $52,149-63.2% | $122,354-84.3% | $77,958-75.4% |
| Participation rate | 51.4% | 58.6%-7.2pp | 71.6%-20.3pp | 71.6%-20.3pp |
| Annual return | 13.71% | 17.75%-4.0pp | 30.28%-16.6pp | 20.87%-7.2pp |
| Employer contribution / active EE | $242 | $1,750-86.2% | $4,051-94.0% | $2,310-89.5% |
| Participant deferral / active EE | $1,201 | $2,114-43.2% | $3,287-63.5% | $3,537-66.0% |
| Admin fee / account holder | $46 | $93-51.0% | $5,479-99.2% | $97-53.1% |