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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 | $106,230+338.8% | $147,080+216.9% | $77,736+499.6% |
| Participation rate | 92.3% | 78.4%+13.9pp | 82.2%+10.1pp | 70.6%+21.7pp |
| Annual return | 16.38% | 56.91%-40.5pp | 420.17%-403.8pp | 31.26%-14.9pp |
| Employer contribution / active EE | $8,923 | $4,072+119.1% | $4,933+80.9% | $2,728+227.1% |
| Participant deferral / active EE | $13,595 | $8,001+69.9% | $8,066+68.5% | $4,651+192.3% |
| Admin fee / account holder | $261 | $338-22.8% | $12,989-98.0% | $433-39.7% |