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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORPORATION Service code 27 2300 WINDY RIDGE PKWY SE · ATLANTA, GA 303395665 | Advisory (Plan) | $16,386 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,993 | $73,839-77.0% | $143,788-88.2% | $68,495-75.2% |
| Participation rate | 93.7% | 66.7%+27.0pp | 80.3%+13.3pp | 67.9%+25.8pp |
| Annual return | -22.78% | 1.01%-23.8pp | -0.03%-22.8pp | -7.84%-14.9pp |
| Employer contribution / active EE | $3,158 | $3,184-0.8% | $4,952-36.2% | $2,596+21.6% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $145 | $5,755-97.5% | $14,675-99.0% | $5,403-97.3% |