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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,926 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE POINT FINANCIAL Service code 16 · EIN 20-1741754 | Consulting | $5,944 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,022 | $60,795-39.1% | $69,483-46.7% | $65,186-43.2% |
| Participation rate | 97.9% | 74.9%+23.1pp | 74.6%+23.3pp | 70.2%+27.7pp |
| Annual return | 15.24% | 17.46%-2.2pp | 28.99%-13.7pp | 29.39%-14.1pp |
| Employer contribution / active EE | $989 | $2,452-59.7% | $2,780-64.4% | $2,177-54.6% |
| Participant deferral / active EE | $708 | $3,162-77.6% | $3,537-80.0% | $3,514-79.9% |
| Admin fee / account holder | $42 | $314-86.5% | $3,841-98.9% | $847-95.0% |