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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC11+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $19,328 |
CARON & BLETZER, PLLC11+ years Service code 10 · EIN 04-3499945 | Accounting | $15,600 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $8,146 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $710 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,332 | $46,464+479.7% | $150,298+79.2% | $79,634+238.2% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 16.48% | 27.89%-11.4pp | 62.79%-46.3pp | 36.46%-20.0pp |
| Employer contribution / active EE | $7,597 | $1,512+402.6% | $4,154+82.9% | $2,529+200.4% |
| Participant deferral / active EE | $16,424 | $2,157+661.5% | $5,453+201.2% | $3,835+328.3% |
| Admin fee / account holder | $43 | $891-95.2% | $14,116-99.7% | $1,002-95.7% |