Filed April 28, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,257 |
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 | Advisory (Plan) | $23,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,990 | $46,173-9.1% | $170,435-75.4% | $69,631-39.7% |
| Participation rate | 47.8% | 63.9%-16.1pp | 83.6%-35.8pp | 70.7%-22.9pp |
| Annual return | 22.88% | 21.62%+1.3pp | 205.94%-183.1pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $804 | $1,610-50.0% | $5,432-85.2% | $2,032-60.4% |
| Participant deferral / active EE | $2,632 | $2,080+26.5% | $4,939-46.7% | $3,224-18.3% |
| Admin fee / account holder | $289 | $116+149.3% | $13,881-97.9% | $110+161.8% |