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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $78,499 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $35,874 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $34,600 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $77,871 | $79,151-1.6% | $60,906+27.9% | $64,819+20.1% |
| Participation rate | 88.2% | 77.7%+10.5pp | 73.1%+15.1pp | 71.5%+16.7pp |
| Annual return | -14.80% | -7.12%-7.7pp | 16.94%-31.7pp | 32.84%-47.6pp |
| Employer contribution / active EE | $5,074 | $3,052+66.2% | $2,703+87.7% | $2,507+102.4% |
| Participant deferral / active EE | $6,265 | $3,727+68.1% | $3,814+64.3% | $4,311+45.3% |
| Admin fee / account holder | $191 | $106+81.1% | $3,227-94.1% | $188+1.9% |