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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 | $78,636+64.5% | $105,607+22.5% | $74,459+73.8% |
| Participation rate | 93.3% | 72.8%+20.5pp | 75.3%+18.0pp | 67.2%+26.1pp |
| Annual return | 16.14% | 15.96%+0.2pp | 116.11%-100.0pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $4,507 | $2,523+78.6% | $3,167+42.3% | $2,626+71.6% |
| Participant deferral / active EE | $13,375 | $4,322+209.5% | $5,011+166.9% | $4,350+207.5% |
| Admin fee / account holder | $281 | $2,220-87.3% | $10,958-97.4% | $1,945-85.5% |