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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 | $58,859+95.1% | $129,339-11.2% | $77,692+47.8% |
| Participation rate | 89.0% | 59.3%+29.7pp | 69.6%+19.4pp | 70.6%+18.4pp |
| Annual return | 14.56% | 24.74%-10.2pp | 9437.05%-9422.5pp | 31.25%-16.7pp |
| Employer contribution / active EE | $5,941 | $1,952+204.4% | $4,154+43.0% | $2,726+117.9% |
| Participant deferral / active EE | $7,301 | $3,215+127.1% | $4,170+75.1% | $4,648+57.1% |
| Admin fee / account holder | $206 | $591-65.2% | $7,668-97.3% | $431-52.2% |