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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $184,704 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $62,684 |
SMITH & HOWARD, PC9+ years Service code 10 · EIN 58-1250486 | Accounting | $32,500 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $472 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $136,588 | $91,372+49.5% | $130,045+5.0% | $74,460+83.4% |
| Participation rate | 99.5% | 77.8%+21.7pp | 78.5%+21.0pp | 70.7%+28.7pp |
| Annual return | 19.52% | 23.21%-3.7pp | -137.30%+156.8pp | 34.38%-14.9pp |
| Employer contribution / active EE | $4,005 | $2,563+56.2% | $4,321-7.3% | $2,638+51.8% |
| Participant deferral / active EE | $10,846 | $4,721+129.8% | $5,820+86.4% | $4,530+139.4% |
| Admin fee / account holder | $439 | $283+55.1% | $10,600-95.9% | $348+26.3% |