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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Float... | $79,007 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $50,301 |
CARON & BLETZER, PLLC4+ years Service code 10 · EIN 04-3499945 | Accounting | $14,500 |
CAPFINANCIAL PARTNERS LLC3 years Service code 16 · EIN 26-0058143 | Consulting | $5,331 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $780 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,232 | $50,169+63.9% | $149,740-45.1% | $80,187+2.6% |
| Participation rate | 74.0% | 64.3%+9.7pp | 78.8%-4.8pp | 72.9%+1.1pp |
| Annual return | 15.66% | 29.82%-14.2pp | 134.51%-118.9pp | 40.40%-24.7pp |
| Employer contribution / active EE | $2,018 | $1,869+7.9% | $4,821-58.1% | $2,980-32.3% |
| Participant deferral / active EE | $4,783 | $3,194+49.7% | $5,683-15.8% | $5,016-4.6% |
| Admin fee / account holder | $40 | $153-74.1% | $13,222-99.7% | $145-72.7% |