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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $212,339 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $62,000 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,446 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,578 | $76,209-44.1% | $81,370-47.7% | $200,096-78.7% |
| Participation rate | 85.5% | 76.4%+9.2pp | 69.5%+16.0pp | 72.0%+13.5pp |
| Annual return | 14.82% | 15.55%-0.7pp | 24.85%-10.0pp | 34.26%-19.4pp |
| Employer contribution / active EE | $2,137 | $2,807-23.9% | $2,464-13.3% | $3,038-29.7% |
| Participant deferral / active EE | $3,773 | $4,210-10.4% | $3,885-2.9% | $5,090-25.9% |
| Admin fee / account holder | $88 | $146-40.0% | $5,749-98.5% | $269-67.5% |