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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC4 years Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $28,108 |
GATTO POPE1 year Filed as: GATTO, POPE & WALWICK LLP Service code 15 · EIN 33-0371564 | Recordkeeping | $17,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,393 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,286 | $60,229+16.7% | $90,756-22.6% | - |
| Participation rate | 64.6% | 66.7%-2.0pp | 75.7%-11.0pp | - |
| Annual return | -17.39% | -8.37%-9.0pp | -12.16%-5.2pp | - |
| Employer contribution / active EE | $0 | $1,436-100.0% | $2,922-100.0% | - |
| Participant deferral / active EE | $3,517 | $3,579-1.8% | $4,565-23.0% | - |
| Admin fee / account holder | $440 | $2,834-84.5% | $8,445-94.8% | - |