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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 4000 MACARTHUR BLVD. STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $21,875 |
AAFCPAS, INC.6 years Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $10,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,833 | $91,680+11.1% | $67,524+50.8% | $77,692+31.1% |
| Participation rate | 75.3% | 76.0%-0.7pp | 72.9%+2.4pp | 70.6%+4.7pp |
| Annual return | 12.57% | 14.87%-2.3pp | 3519.41%-3506.8pp | 31.25%-18.7pp |
| Employer contribution / active EE | $6,711 | $3,186+110.6% | $2,734+145.5% | $2,726+146.2% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $4,001-100.0% | $4,648-100.0% |
| Admin fee / account holder | $48 | $176-72.9% | $4,001-98.8% | $431-88.9% |