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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1+ years Service code 55 2800 N CENTRAL AVE #2100 · PHOENIX, AZ 85004 | Other Commissions | $5,784 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,571 | $53,412-78.3% | $68,509-83.1% | $52,331-77.9% |
| Participation rate | 57.1% | 71.7%-14.5pp | 74.7%-17.6pp | 68.1%-11.0pp |
| Annual return | -0.52% | 3.42%-3.9pp | 8.27%-8.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $270 | $1,607-83.2% | $2,278-88.2% | $1,882-85.7% |
| Participant deferral / active EE | $1,218 | $2,688-54.7% | $3,382-64.0% | $3,022-59.7% |
| Admin fee / account holder | $28 | $461-94.0% | $5,275-99.5% | $592-95.3% |