Filed December 21, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $50,812-40.5% | $155,602-80.6% | $77,692-61.1% |
| Participation rate | 95.6% | 63.1%+32.5pp | 78.2%+17.4pp | 70.6%+25.1pp |
| Annual return | 24.69% | 34.85%-10.2pp | 64.81%-40.1pp | 31.25%-6.6pp |
| Employer contribution / active EE | $887 | $1,989-55.4% | $4,675-81.0% | $2,726-67.5% |
| Participant deferral / active EE | $5,428 | $2,822+92.3% | $5,629-3.6% | $4,648+16.8% |
| Admin fee / account holder | $180 | $436-58.7% | $15,923-98.9% | $431-58.1% |