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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW CONSULTING GROUP LLC Service code 11 · EIN 27-1001403 | Actuarial | $41,156 |
BDO USA, LLP3 years Filed as: BDO, USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $28,700 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 17 · EIN 33-0818667 | Pension Consulting | $12,355 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $6,447 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 49 | Other Services | $0 |
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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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 9.74% | 7.37%+2.4pp | 9.14%+0.6pp | 9.77%0pp |
| Employer contribution / active EE | $6,572 | $11,180-41.2% | $21,225-69.0% | $13,890-52.7% |
| Participant deferral / active EE | $0 | $0 | $22-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |