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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $298,781 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $40,000 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ B&I Service code 16 · EIN 31-1582098 | Consulting | $27,250 |
APRIO LLP1+ years Filed as: APRIO, LLC Service code 10 · EIN 57-1157523 | Accounting | $14,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,230 | $115,744-84.2% | $100,415-81.8% | $200,096-90.9% |
| Participation rate | 92.5% | 85.7%+6.8pp | 81.5%+11.0pp | 72.0%+20.5pp |
| Annual return | 43.24% | 17.79%+25.5pp | 49.47%-6.2pp | 34.26%+9.0pp |
| Employer contribution / active EE | $40 | $3,657-98.9% | $3,943-99.0% | $3,038-98.7% |
| Participant deferral / active EE | $1,254 | $9,844-87.3% | $8,091-84.5% | $5,090-75.4% |
| Admin fee / account holder | $92 | $93-1.4% | $7,906-98.8% | $269-66.0% |