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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $33,736 |
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $980 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,247 | $51,223+89.9% | $82,763+17.5% | $66,949+45.3% |
| Participation rate | 85.5% | 67.9%+17.6pp | 72.6%+12.9pp | 69.8%+15.7pp |
| Annual return | -8.94% | -9.85%+0.9pp | 702.45%-711.4pp | 1.57%-10.5pp |
| Employer contribution / active EE | $8,001 | $2,611+206.5% | $3,008+166.0% | $2,545+214.3% |
| Participant deferral / active EE | $8,949 | $3,460+158.6% | $4,395+103.6% | $4,239+111.1% |
| Admin fee / account holder | $219 | $415-47.2% | $5,325-95.9% | $594-63.1% |