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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 17 · EIN 33-0818667 4000 MACARTHUR BLVD STE 1050 · BEACH, CA 92660 | Pension Consulting | $13,125 |
AAFCPAS, INC.6 years Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $9,404 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,016 | $91,710-5.1% | $67,560+28.8% | $77,762+11.9% |
| Participation rate | 76.2% | 76.0%+0.2pp | 72.9%+3.3pp | 70.6%+5.6pp |
| Annual return | 12.12% | 14.88%-2.8pp | 3533.50%-3521.4pp | 31.27%-19.1pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,281 | $3,911+9.5% | $4,004+6.9% | $4,651-7.9% |
| Admin fee / account holder | $45 | $245-81.7% | $3,994-98.9% | $433-89.6% |