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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,994 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: MJM 401K Service code 27 · EIN 86-0882983 | Advisory (Plan) | $64,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,348 | $41,281+203.6% | $109,313+14.7% | $57,661+117.4% |
| Participation rate | 98.8% | 59.3%+39.4pp | 71.3%+27.5pp | 70.2%+28.5pp |
| Annual return | 8.98% | 8.97%0pp | 22.07%-13.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $393 | $1,201-67.3% | $3,892-89.9% | $1,974-80.1% |
| Participant deferral / active EE | $9,538 | $2,223+329.0% | $3,166+201.2% | $3,061+211.6% |
| Admin fee / account holder | $117 | $75+56.1% | $5,666-97.9% | $95+24.2% |