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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 16 · EIN 33-0818667 | Consulting | $61,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,398 |
Filed as: ALDRICH SERVICES LLP Service code 10 · EIN 20-4730205 | Accounting | $23,626 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,605 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $466,125 | $106,247+338.7% | $147,096+216.9% | $77,714+499.8% |
| Participation rate | 92.3% | 78.4%+13.9pp | 82.2%+10.1pp | 70.6%+21.7pp |
| Annual return | 16.38% | 56.87%-40.5pp | 419.75%-403.4pp | 31.26%-14.9pp |
| Employer contribution / active EE | $8,923 | $4,069+119.3% | $4,936+80.8% | $2,727+227.2% |
| Participant deferral / active EE | $13,595 | $7,996+70.0% | $8,071+68.4% | $4,649+192.4% |
| Admin fee / account holder | $261 | $338-22.8% | $13,005-98.0% | $433-39.7% |