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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,374 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,500 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,686 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,776 | $90,064+87.4% | $100,392+68.1% | $77,736+117.1% |
| Participation rate | 77.3% | 81.3%-3.9pp | 81.5%-4.2pp | 70.6%+6.8pp |
| Annual return | 14.46% | 20.61%-6.2pp | 49.45%-35.0pp | 31.26%-16.8pp |
| Employer contribution / active EE | $3,709 | $3,043+21.9% | $3,941-5.9% | $2,728+36.0% |
| Participant deferral / active EE | $13,428 | $8,282+62.1% | $8,090+66.0% | $4,651+188.7% |
| Admin fee / account holder | $211 | $172+22.4% | $7,904-97.3% | $433-51.4% |