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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $41,291 |
ASCENSUS LLC2 years Service code 13 · EIN 11-3665754 | Contract Administrator | $4,828 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $2,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,226 | $58,292+101.1% | $86,640+35.3% | $71,511+63.9% |
| Participation rate | 87.3% | 65.0%+22.3pp | 71.7%+15.6pp | 67.9%+19.4pp |
| Annual return | 21.56% | 21.63%-0.1pp | 592.52%-571.0pp | 28.86%-7.3pp |
| Employer contribution / active EE | $8,889 | $2,574+245.3% | $3,024+193.9% | $2,589+243.3% |
| Participant deferral / active EE | $10,448 | $3,438+203.9% | $4,438+135.4% | $4,291+143.5% |
| Admin fee / account holder | $258 | $1,057-75.6% | $5,616-95.4% | $1,588-83.7% |