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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,456 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $48,750 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,630 | $59,093+109.2% | $97,295+27.1% | $77,762+59.0% |
| Participation rate | 98.7% | 67.8%+31.0pp | 72.7%+26.1pp | 70.6%+28.2pp |
| Annual return | 14.06% | 16.93%-2.9pp | 75.62%-61.6pp | 31.27%-17.2pp |
| Employer contribution / active EE | $3,756 | $1,727+117.5% | $2,723+37.9% | $2,728+37.7% |
| Participant deferral / active EE | $18,299 | $3,901+369.1% | $4,264+329.2% | $4,651+293.5% |
| Admin fee / account holder | $184 | $346-46.8% | $5,646-96.7% | $433-57.4% |