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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,000 |
HOOKER & HOLCOMBE, INC.6+ years Service code 11 · EIN 06-1461865 | Actuarial | $16,800 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $12,500 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $6,864 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 10.50% | 9.18%+1.3pp | 380.66%-370.2pp | 9.29%+1.2pp |
| Employer contribution / active EE | $14,437 | $20,046-28.0% | $45,083-68.0% | $15,168-4.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |