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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $92,307 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $28,437 |
CARON & BLETZER, PLLC6+ years Service code 10 · EIN 04-3499945 | Accounting | $16,100 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $300 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,139 | $42,423+140.8% | $152,093-32.8% | $100,573+1.6% |
| Participation rate | 77.5% | 55.9%+21.6pp | 77.8%-0.3pp | 70.9%+6.5pp |
| Annual return | 15.05% | 41.32%-26.3pp | 66.36%-51.3pp | 18.89%-3.8pp |
| Employer contribution / active EE | $2,454 | $1,482+65.7% | $4,175-41.2% | $3,763-34.8% |
| Participant deferral / active EE | $5,591 | $2,158+159.1% | $5,451+2.6% | $4,921+13.6% |
| Admin fee / account holder | $34 | $429-92.1% | $14,497-99.8% | $454-92.5% |