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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,985 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,580 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,549 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,767 | $71,142-24.4% | $119,622-55.1% | $64,819-17.1% |
| Participation rate | 97.8% | 78.6%+19.2pp | 79.3%+18.5pp | 71.5%+26.3pp |
| Annual return | -17.06% | -10.01%-7.0pp | -14.98%-2.1pp | 32.84%-49.9pp |
| Employer contribution / active EE | $3,001 | $2,497+20.2% | $4,232-29.1% | $2,507+19.7% |
| Participant deferral / active EE | $4,708 | $4,490+4.9% | $5,601-15.9% | $4,311+9.2% |
| Admin fee / account holder | $87 | $162-46.3% | $10,328-99.2% | $188-53.6% |