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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $58,699 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,508 |
Filed as: ALDRICH SERVICES LLP Service code 10 · EIN 20-4730205 | Accounting | $23,300 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,131 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $369,071 | $82,188+349.1% | $125,391+194.3% | $64,824+469.3% |
| Participation rate | 95.2% | 77.9%+17.3pp | 82.4%+12.8pp | 71.5%+23.7pp |
| Annual return | -18.63% | 3.50%-22.1pp | 572.41%-591.0pp | 32.84%-51.5pp |
| Employer contribution / active EE | $8,503 | $3,617+135.1% | $4,816+76.6% | $2,507+239.2% |
| Participant deferral / active EE | $13,209 | $7,177+84.0% | $7,448+77.3% | $4,311+206.4% |
| Admin fee / account holder | $269 | $163+65.0% | $10,009-97.3% | $188+43.4% |