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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,039 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: MJM401K INC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,557 |
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 | $113,490 | $78,781+44.1% | $100,530+12.9% | $73,412+54.6% |
| Participation rate | 82.3% | 80.0%+2.2pp | 79.4%+2.9pp | 72.2%+10.1pp |
| Annual return | 20.35% | 31.69%-11.3pp | 30.89%-10.5pp | 59.30%-38.9pp |
| Employer contribution / active EE | $3,040 | $2,420+25.6% | $3,418-11.1% | $2,234+36.1% |
| Participant deferral / active EE | $10,640 | $6,537+62.8% | $6,271+69.7% | $3,806+179.6% |
| Admin fee / account holder | $243 | $145+67.0% | $8,083-97.0% | $158+53.7% |