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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 28 · EIN 33-0818667 | Investment Management | $20,963 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $59,783 | $66,444-10.0% | $120,225-50.3% | $79,634-24.9% |
| Participation rate | 20.6% | 42.8%-22.1pp | 69.6%-49.0pp | 62.5%-41.9pp |
| Annual return | 13.31% | 53.37%-40.1pp | 439.23%-425.9pp | 36.46%-23.2pp |
| Employer contribution / active EE | $211 | $1,860-88.6% | $3,475-93.9% | $2,529-91.6% |
| Participant deferral / active EE | $998 | $2,798-64.3% | $3,999-75.0% | $3,835-74.0% |
| Admin fee / account holder | $93 | $1,295-92.8% | $5,696-98.4% | $1,002-90.7% |