Filed January 8, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $101,280 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $22,727 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,423 |
Service code 10 · EIN 48-1041128 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,678 | $112,623-39.9% | $106,213-36.3% | $199,593-66.1% |
| Participation rate | 98.5% | 86.2%+12.2pp | 75.3%+23.2pp | 72.0%+26.5pp |
| Annual return | 22.11% | 15.57%+6.5pp | 116.14%-94.0pp | 34.25%-12.1pp |
| Employer contribution / active EE | $4,862 | $4,575+6.3% | $3,171+53.3% | $3,034+60.2% |
| Participant deferral / active EE | $5,172 | $6,659-22.3% | $5,016+3.1% | $5,087+1.7% |
| Admin fee / account holder | $100 | $107-6.4% | $11,033-99.1% | $269-62.8% |