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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 | Sales loads (front end and deferred);... | $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; Securities brok... | $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 | $42,909+527.7% | $152,093+77.1% | $71,012+279.3% |
| Participation rate | 100.0% | 54.7%+45.3pp | 77.8%+22.2pp | 58.6%+41.4pp |
| Annual return | 16.48% | 30.57%-14.1pp | 66.36%-49.9pp | 37.67%-21.2pp |
| Employer contribution / active EE | $7,597 | $1,369+455.0% | $4,175+82.0% | $2,348+223.6% |
| Participant deferral / active EE | $16,424 | $1,904+762.6% | $5,451+201.3% | $3,246+406.0% |
| Admin fee / account holder | $43 | $1,014-95.8% | $14,497-99.7% | $1,167-96.3% |