Filed December 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $106,064 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $62,639 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,861 |
Filed as: FIDELITY INV INST OPS CO LLC Service code 99 | Other Fees | $0 |
Service code 49 | Other Services | $0 |
Filed as: WEALTH MANAGEMENT SYSTEMS, INC Service code 49 · EIN 22-3734996 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,221 | $50,919-40.6% | $155,556-80.6% | $77,762-61.1% |
| Participation rate | 95.6% | 63.1%+32.5pp | 78.2%+17.4pp | 70.6%+25.0pp |
| Annual return | 24.69% | 34.84%-10.1pp | 64.84%-40.1pp | 31.27%-6.6pp |
| Employer contribution / active EE | $887 | $1,991-55.5% | $4,675-81.0% | $2,728-67.5% |
| Participant deferral / active EE | $5,428 | $2,824+92.2% | $5,631-3.6% | $4,651+16.7% |
| Admin fee / account holder | $180 | $437-58.7% | $15,885-98.9% | $433-58.3% |