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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $130,420 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $49,750 |
SMITH & HOWARD, PC3+ years Service code 10 · EIN 58-1250486 | Accounting | $20,500 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,237 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,695 | $71,666+53.1% | $117,861-6.9% | $69,631+57.5% |
| Participation rate | 98.1% | 77.5%+20.6pp | 79.7%+18.4pp | 70.7%+27.4pp |
| Annual return | 16.16% | 18.86%-2.7pp | 335.11%-318.9pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $3,569 | $1,889+88.9% | $3,786-5.7% | $2,032+75.6% |
| Participant deferral / active EE | $8,816 | $3,340+164.0% | $4,482+96.7% | $3,224+173.5% |
| Admin fee / account holder | $287 | $120+138.2% | $8,021-96.4% | $110+159.6% |