Filed August 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 28 · EIN 33-0818667 | Investment Management | $65,000 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $23,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $4,080 |
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 | $125,068 | $85,199+46.8% | $57,196+118.7% | $63,975+95.5% |
| Participation rate | 98.5% | 74.0%+24.4pp | 75.3%+23.1pp | 71.1%+27.3pp |
| Annual return | 6.40% | 10.43%-4.0pp | 14.59%-8.2pp | 48.65%-42.3pp |
| Employer contribution / active EE | $4,521 | $3,446+31.2% | $2,683+68.5% | $2,182+107.2% |
| Participant deferral / active EE | $3,541 | $3,109+13.9% | $3,096+14.4% | $3,356+5.5% |
| Admin fee / account holder | $41 | $39+6.0% | $3,141-98.7% | $70-41.8% |