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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 99 · EIN 33-0818667 | Other Fees | $31,457 |
SIKICH LLP2 years Service code 99 · EIN 36-3168081 | Other Fees | $12,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,025 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,257 | $55,457-22.0% | $76,119-43.2% | $77,736-44.4% |
| Participation rate | 97.7% | 63.6%+34.1pp | 69.1%+28.6pp | 70.6%+27.1pp |
| Annual return | 17.53% | 17.09%+0.4pp | 361.25%-343.7pp | 31.26%-13.7pp |
| Employer contribution / active EE | $1,655 | $1,792-7.6% | $2,693-38.5% | $2,728-39.3% |
| Participant deferral / active EE | $5,046 | $3,454+46.1% | $4,259+18.5% | $4,651+8.5% |
| Admin fee / account holder | $55 | $411-86.7% | $6,421-99.2% | $433-87.4% |