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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,000 |
INSURANCE PROGRAMMERS, INC.1+ years Service code 13 · EIN 06-0811449 | Contract Administrator | $33,876 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $16,898 |
Filed as: BUCKLEY, FRAME, BOUDREAU & CO. P.C. Service code 10 · EIN 06-0931761 | Accounting | $12,663 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,397 |
WAKELIN HALLOCK & O'DONOVAN, LLP1+ years Filed as: WAKELIN, HALLOCK & O'DONOVAN Service code 29 · EIN 01-0494235 | Legal | $5,945 |
RETIREMENT SOLUTION GROUP1+ years Filed as: RETIREMENT SOLUTIONS GROUP Service code 15 · EIN 20-2668095 | Recordkeeping | $5,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,316 | $50,498+120.4% | $75,784+46.9% | $55,191+101.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 2.63% | 1.80%+0.8pp | 9.68%-7.0pp | 10.78%-8.1pp |
| Employer contribution / active EE | $4,481 | $2,291+95.6% | $3,323+34.8% | $1,899+136.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $503 | $123+308.7% | $5,300-90.5% | $91+454.0% |