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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $76,684 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $66,106 |
CHARLES SCHWAB & CO., INC.6 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 | Accounting | $19,315 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,528 |
RELATION INSURANCE SERVICES2 years Service code 10 · EIN 26-4823657 | Accounting | $6,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,847 | $58,911+94.9% | $129,384-11.2% | $77,736+47.7% |
| Participation rate | 89.0% | 59.4%+29.6pp | 69.6%+19.4pp | 70.6%+18.4pp |
| Annual return | 14.56% | 24.75%-10.2pp | 9461.77%-9447.2pp | 31.26%-16.7pp |
| Employer contribution / active EE | $5,941 | $1,955+203.9% | $4,153+43.1% | $2,728+117.8% |
| Participant deferral / active EE | $7,301 | $3,220+126.8% | $4,166+75.3% | $4,651+57.0% |
| Admin fee / account holder | $206 | $592-65.2% | $7,686-97.3% | $433-52.5% |