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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $79,984 |
Service code 37 · EIN 35-0145825 | Loan Processing | $17,435 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $1,311 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,352 | $58,879-40.0% | $178,490-80.2% | $73,488-51.9% |
| Participation rate | 96.9% | 66.2%+30.6pp | 81.9%+14.9pp | 70.7%+26.2pp |
| Annual return | 3.48% | 24.86%-21.4pp | 151.07%-147.6pp | 28.51%-25.0pp |
| Employer contribution / active EE | $2,228 | $2,236-0.4% | $5,011-55.5% | $2,270-1.9% |
| Participant deferral / active EE | $508 | $2,567-80.2% | $5,202-90.2% | $3,740-86.4% |
| Admin fee / account holder | $26 | $400-93.6% | $13,984-99.8% | $513-95.0% |