| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1+ years Filed as: RESOURCE INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $91,518 |
401K ADVISORS INC1+ years Filed as: 401K ADVISORS INTERMOUNTAIN Service code 16 · EIN 59-3331424 | Consulting | $90,949 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,723 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$354,137 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $115,337 | $96,900+19.0% | $111,392+3.5% | $75,289+53.2% |
| Participation rate | 98.5% | 85.9%+12.6pp | 78.9%+19.6pp | 72.4%+26.1pp |
| Annual return | -6.44% | 1.66%-8.1pp | -2.06%-4.4pp | -0.04%-6.4pp |
| Employer contribution / active EE | $7,198 | $5,520+30.4% | $4,328+66.3% | $2,405+199.3% |
| Participant deferral / active EE | $7,507 | $6,494+15.6% | $5,567+34.8% | $3,739+100.8% |
| Admin fee / account holder | -$34 | $105-131.9% | $12,266-100.3% | $102-132.8% |