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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $115,799 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 25 · EIN 33-0818667 | Directed Trustee | $33,000 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,843 | $25,302-1.8% | $74,719-66.8% | $67,579-63.2% |
| Participation rate | 85.3% | 37.8%+47.5pp | 54.5%+30.9pp | 71.3%+14.0pp |
| Annual return | 18.82% | 10291.17%-10272.3pp | 753.05%-734.2pp | 378.56%-359.7pp |
| Employer contribution / active EE | $737 | $446+65.2% | $1,084-32.0% | $2,148-65.7% |
| Participant deferral / active EE | $1,875 | $954+96.5% | $1,963-4.5% | $3,539-47.0% |
| Admin fee / account holder | $175 | $108+62.7% | $3,334-94.7% | $142+23.1% |