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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $32,500 |
CUTRARA & COMPANY4 years Service code 15 · EIN 36-2887252 | Recordkeeping | $27,500 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,508 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,380 | $78,562+64.7% | $105,608+22.5% | $74,429+73.8% |
| Participation rate | 93.3% | 72.8%+20.5pp | 75.3%+18.0pp | 67.2%+26.1pp |
| Annual return | 16.14% | 15.94%+0.2pp | 116.50%-100.4pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $4,507 | $2,521+78.7% | $3,167+42.3% | $2,625+71.7% |
| Participant deferral / active EE | $13,375 | $4,321+209.5% | $5,010+167.0% | $4,348+207.6% |
| Admin fee / account holder | $281 | $2,217-87.3% | $11,028-97.5% | $1,944-85.5% |