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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2+ years Service code 55 2800 N CENTRAL AVE #2100 · PHOENIX, AZ 85004 | Other Commissions | $5,789 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,673 |
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.
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 | $10,347 | $56,640-81.7% | $78,002-86.7% | $55,167-81.2% |
| Participation rate | 68.1% | 73.3%-5.2pp | 75.5%-7.4pp | 69.0%-0.9pp |
| Annual return | 8.05% | 2868.48%-2860.4pp | 425.99%-417.9pp | 169.23%-161.2pp |
| Employer contribution / active EE | $258 | $1,724-85.0% | $2,470-89.6% | $1,963-86.9% |
| Participant deferral / active EE | $1,523 | $2,778-45.2% | $3,497-56.5% | $3,054-50.1% |
| Admin fee / account holder | $25 | $467-94.6% | $5,481-99.5% | $504-95.0% |