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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $25,207 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,392 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,720 | $65,092-54.3% | $143,799-79.3% | $66,938-55.6% |
| Participation rate | 92.2% | 65.2%+27.0pp | 80.3%+11.9pp | 69.8%+22.4pp |
| Annual return | -16.29% | -11.14%-5.2pp | -0.04%-16.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,207 | $2,362-48.9% | $4,952-75.6% | $2,545-52.6% |
| Participant deferral / active EE | $4,228 | $2,920+44.8% | $5,638-25.0% | $4,238-0.2% |
| Admin fee / account holder | $283 | $502-43.6% | $14,677-98.1% | $594-52.3% |