Filed May 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $12,571 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,631 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,449 | $69,763+16.8% | $67,502+20.7% | $74,495+9.3% |
| Participation rate | 94.5% | 71.4%+23.1pp | 72.9%+21.6pp | 67.2%+27.3pp |
| Annual return | 16.56% | -40.34%+56.9pp | 3512.12%-3495.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $2,802 | $2,704+3.6% | $2,731+2.6% | $2,623+6.8% |
| Participant deferral / active EE | $4,536 | $3,636+24.8% | $4,000+13.4% | $4,346+4.4% |
| Admin fee / account holder | $105 | $896-88.3% | $3,998-97.4% | $1,942-94.6% |