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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $42,620 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $24,968 |
ADP BROKER-DEALER5+ 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 | $32,598 | $74,347-56.2% | $93,614-65.2% | $67,579-51.8% |
| Participation rate | 95.0% | 80.6%+14.4pp | 75.8%+19.1pp | 71.3%+23.7pp |
| Annual return | 25.42% | 28.07%-2.7pp | 32.76%-7.3pp | 378.56%-353.1pp |
| Employer contribution / active EE | $1,440 | $2,583-44.3% | $2,718-47.0% | $2,148-33.0% |
| Participant deferral / active EE | $3,207 | $4,060-21.0% | $4,069-21.2% | $3,539-9.4% |
| Admin fee / account holder | $185 | $123+50.9% | $7,889-97.7% | $142+30.1% |