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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,722 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: MJM401K, LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $36,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,370 |
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 | $73,500 | $56,640+29.8% | $80,977-9.2% | $57,658+27.5% |
| Participation rate | 72.3% | 75.9%-3.6pp | 75.8%-3.5pp | 70.2%+2.1pp |
| Annual return | 15.15% | 19.97%-4.8pp | 17.11%-2.0pp | 5.13%+10.0pp |
| Employer contribution / active EE | $2,265 | $2,085+8.6% | $3,715-39.0% | $1,974+14.8% |
| Participant deferral / active EE | $8,137 | $4,944+64.6% | $5,696+42.8% | $3,061+165.9% |
| Admin fee / account holder | $217 | $87+148.6% | $5,517-96.1% | $95+129.0% |