Filed December 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTSINSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $70,531 |
Filed as: SAGEVIEW ADVISORY GROUPLLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,062 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,128 | $56,540-44.9% | $185,849-83.3% | $86,821-64.1% |
| Participation rate | 72.8% | 65.5%+7.2pp | 81.7%-9.0pp | 72.3%+0.5pp |
| Annual return | 23.80% | 118.20%-94.4pp | 122.10%-98.3pp | 97.94%-74.1pp |
| Employer contribution / active EE | $1,434 | $1,844-22.3% | $5,169-72.3% | $2,406-40.4% |
| Participant deferral / active EE | $3,429 | $2,555+34.2% | $5,569-38.4% | $4,132-17.0% |
| Admin fee / account holder | $176 | $150+17.8% | $16,244-98.9% | $170+4.0% |