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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $14,462 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $143,833 | $46,360+210.3% | $147,617-2.6% | $52,331+174.9% |
| Participation rate | 99.1% | 64.9%+34.2pp | 84.6%+14.5pp | 68.1%+31.0pp |
| Annual return | -0.47% | 1.62%-2.1pp | 61.98%-62.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $10,352 | $2,126+386.9% | $5,564+86.0% | $1,882+450.1% |
| Participant deferral / active EE | $5,599 | $2,258+148.0% | $4,895+14.4% | $3,022+85.3% |
| Admin fee / account holder | $106 | $766-86.2% | $11,612-99.1% | $592-82.2% |