Filed December 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,856 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $42,607 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,341 | $46,332-51.8% | $143,797-84.5% | $64,824-65.5% |
| Participation rate | 97.1% | 64.2%+32.9pp | 80.3%+16.8pp | 71.5%+25.6pp |
| Annual return | -12.39% | -10.05%-2.3pp | -0.04%-12.3pp | 32.84%-45.2pp |
| Employer contribution / active EE | $506 | $1,911-73.5% | $4,952-89.8% | $2,507-79.8% |
| Participant deferral / active EE | $4,982 | $2,647+88.2% | $5,638-11.6% | $4,311+15.6% |
| Admin fee / account holder | $136 | $154-11.3% | $14,679-99.1% | $188-27.4% |