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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $15,625 |
TIAA3+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,073 |
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 | $25,740 | $44,221-41.8% | $121,220-78.8% | $56,289-54.3% |
| Participation rate | 77.2% | 61.1%+16.2pp | 71.8%+5.5pp | 69.9%+7.4pp |
| Annual return | 9.01% | -3.58%+12.6pp | 16.94%-7.9pp | -9.96%+19.0pp |
| Employer contribution / active EE | $1,275 | $1,480-13.8% | $4,023-68.3% | $2,111-39.6% |
| Participant deferral / active EE | $2,288 | $2,521-9.2% | $3,345-31.6% | $3,350-31.7% |
| Admin fee / account holder | $99 | $480-79.4% | $5,021-98.0% | $521-81.0% |