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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $83,606 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORS Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,410 | $99,442-25.2% | $113,397-34.4% | $71,012+4.8% |
| Participation rate | 93.4% | 78.9%+14.5pp | 76.5%+16.9pp | 58.6%+34.8pp |
| Annual return | 23.10% | 17.93%+5.2pp | 23.20%-0.1pp | 37.67%-14.6pp |
| Employer contribution / active EE | $3,923 | $3,068+27.9% | $2,977+31.8% | $2,348+67.1% |
| Participant deferral / active EE | $8,230 | $4,915+67.4% | $5,076+62.1% | $3,246+153.6% |
| Admin fee / account holder | $189 | $535-64.7% | $11,957-98.4% | $1,167-83.8% |