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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.
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 | $59,783 | $65,241-8.4% | $126,539-52.8% | $85,563-30.1% |
| Participation rate | 20.6% | 48.6%-28.0pp | 69.8%-49.2pp | 66.0%-45.4pp |
| Annual return | 13.31% | 42.19%-28.9pp | 425.95%-412.6pp | 31.51%-18.2pp |
| Employer contribution / active EE | $211 | $1,937-89.1% | $3,674-94.3% | $2,654-92.0% |
| Participant deferral / active EE | $998 | $3,032-67.1% | $4,083-75.6% | $4,375-77.2% |
| Admin fee / account holder | $93 | $1,031-91.0% | $6,065-98.5% | $834-88.9% |