Filed August 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 28 · EIN 33-0818667 | Investment Management | $48,750 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $22,000 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $2,040 |
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 | $120,751 | $112,772+7.1% | $57,357+110.5% | $59,188+104.0% |
| Participation rate | 98.2% | 71.3%+26.9pp | 75.1%+23.1pp | 69.4%+28.8pp |
| Annual return | 1.82% | 0.85%+1.0pp | 24.41%-22.6pp | 5.51%-3.7pp |
| Employer contribution / active EE | $4,376 | $3,400+28.7% | $2,689+62.8% | $2,098+108.6% |
| Participant deferral / active EE | $3,414 | $3,010+13.4% | $3,162+8.0% | $3,265+4.6% |
| Admin fee / account holder | $33 | $144-77.3% | $3,357-99.0% | $92-64.5% |