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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $18,640 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,220 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,590 | $47,766-56.9% | $82,744-75.1% | $64,819-68.2% |
| Participation rate | 94.5% | 67.7%+26.8pp | 72.6%+21.9pp | 71.5%+23.0pp |
| Annual return | -17.07% | -13.06%-4.0pp | 702.22%-719.3pp | 32.84%-49.9pp |
| Employer contribution / active EE | $910 | $2,182-58.3% | $3,008-69.7% | $2,507-63.7% |
| Participant deferral / active EE | $3,550 | $3,332+6.5% | $4,395-19.2% | $4,311-17.6% |
| Admin fee / account holder | $69 | $143-51.5% | $5,325-98.7% | $188-63.1% |