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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 99 · EIN 33-0818667 | Other Fees | $1,098 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 8.86% | 6.77%+2.1pp | 10.53%-1.7pp | 7.65%+1.2pp |
| Employer contribution / active EE | $7,458 | $23,265-67.9% | $26,797-72.2% | $20,582-63.8% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |