Filed May 9, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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).
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 | $81,449 | $69,774+16.7% | $67,561+20.6% | $74,429+9.4% |
| Participation rate | 94.5% | 71.4%+23.1pp | 72.9%+21.6pp | 67.2%+27.3pp |
| Annual return | 16.56% | -40.53%+57.1pp | 3525.44%-3508.9pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $2,802 | $2,710+3.4% | $2,735+2.5% | $2,625+6.7% |
| Participant deferral / active EE | $4,536 | $3,636+24.8% | $4,003+13.3% | $4,348+4.3% |
| Admin fee / account holder | $105 | $890-88.3% | $4,006-97.4% | $1,944-94.6% |