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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,391 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $9,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,066 |
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 | $82,593 | $89,652-7.9% | $141,191-41.5% | $65,185+26.7% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.5%-3.2pp | 70.2%+9.1pp |
| Annual return | 27.01% | 32.79%-5.8pp | 71.41%-44.4pp | 29.38%-2.4pp |
| Employer contribution / active EE | $1,898 | $3,065-38.1% | $4,736-59.9% | $2,177-12.8% |
| Participant deferral / active EE | $9,843 | $5,691+73.0% | $6,710+46.7% | $3,514+180.1% |
| Admin fee / account holder | $128 | $569-77.6% | $10,264-98.8% | $847-84.9% |