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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $18,750 |
TIAA1+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $5,516 |
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 | $22,251 | $38,969-42.9% | $109,313-79.6% | $55,167-59.7% |
| Participation rate | 95.7% | 58.2%+37.5pp | 71.3%+24.4pp | 69.0%+26.7pp |
| Annual return | -0.37% | 8.26%-8.6pp | 22.07%-22.4pp | 169.23%-169.6pp |
| Employer contribution / active EE | $1,781 | $1,227+45.2% | $3,892-54.2% | $1,963-9.2% |
| Participant deferral / active EE | $2,928 | $2,176+34.6% | $3,166-7.5% | $3,054-4.1% |
| Admin fee / account holder | $103 | $501-79.5% | $5,666-98.2% | $504-79.6% |