Filed August 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $136,778 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 28 · EIN 33-0818667 | Investment Management | $81,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,354 | $113,568+55.3% | $67,561+161.0% | $199,921-11.8% |
| Participation rate | 65.7% | 73.3%-7.6pp | 72.9%-7.2pp | 72.0%-6.3pp |
| Annual return | 12.22% | 15.88%-3.7pp | 3525.44%-3513.2pp | 34.28%-22.1pp |
| Employer contribution / active EE | $3,051 | $3,409-10.5% | $2,735+11.6% | $3,035+0.5% |
| Participant deferral / active EE | $2,576 | $4,163-38.1% | $4,003-35.6% | $5,089-49.4% |
| Admin fee / account holder | $87 | $102-14.9% | $4,006-97.8% | $269-67.6% |