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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $51,903 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,673 | $50,860+282.8% | $155,574+25.1% | $77,714+150.5% |
| Participation rate | 80.7% | 63.1%+17.6pp | 78.2%+2.5pp | 70.6%+10.1pp |
| Annual return | 14.91% | 34.86%-20.0pp | 64.87%-50.0pp | 31.26%-16.3pp |
| Employer contribution / active EE | $7,525 | $1,991+278.0% | $4,676+60.9% | $2,727+176.0% |
| Participant deferral / active EE | $5,398 | $2,825+91.1% | $5,629-4.1% | $4,649+16.1% |
| Admin fee / account holder | $337 | $436-22.9% | $15,914-97.9% | $433-22.3% |