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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.
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 | $58,121+2.9% | $130,788-54.3% | $64,728-7.6% |
| Participation rate | 20.6% | 34.7%-14.1pp | 70.1%-49.5pp | 57.9%-37.3pp |
| Annual return | 13.31% | 102.13%-88.8pp | 386.44%-373.1pp | 49.38%-36.1pp |
| Employer contribution / active EE | $211 | $1,281-83.5% | $3,558-94.1% | $2,243-90.6% |
| Participant deferral / active EE | $998 | $2,137-53.3% | $4,137-75.9% | $2,729-63.4% |
| Admin fee / account holder | $93 | $1,703-94.5% | $6,673-98.6% | $1,145-91.9% |