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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 4000 MACARTHUR BLVD. STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $23,250 |
AAFCPAS, INC.5 years Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $20,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,512 | $83,884+11.5% | $64,097+45.9% | $74,473+25.6% |
| Participation rate | 72.2% | 76.6%-4.4pp | 72.3%-0.1pp | 70.7%+1.4pp |
| Annual return | 15.48% | 16.57%-1.1pp | 33.75%-18.3pp | 34.36%-18.9pp |
| Employer contribution / active EE | $6,543 | $3,084+112.2% | $2,750+137.9% | $2,638+148.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,881-100.0% | $4,530-100.0% |
| Admin fee / account holder | $70 | $196-64.1% | $3,070-97.7% | $347-79.7% |