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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Accou... | $84,148 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,000 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $31,554 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $44 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,883 | $49,940-10.1% | $95,728-53.1% | $74,440-39.7% |
| Participation rate | 87.0% | 66.8%+20.2pp | 72.3%+14.7pp | 70.7%+16.2pp |
| Annual return | 17.25% | 24.92%-7.7pp | 28.40%-11.1pp | 34.37%-17.1pp |
| Employer contribution / active EE | $911 | $1,639-44.4% | $2,835-67.8% | $2,638-65.4% |
| Participant deferral / active EE | $4,251 | $3,753+13.3% | $4,245+0.1% | $4,529-6.1% |
| Admin fee / account holder | $156 | $300-48.0% | $5,673-97.3% | $348-55.2% |