Filed August 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 28 · EIN 33-0818667 | Investment Management | $65,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,702 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $20,000 |
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 | $135,140 | $92,091+46.7% | $63,018+114.4% | $77,958+73.4% |
| Participation rate | 98.2% | 74.5%+23.8pp | 74.8%+23.4pp | 71.6%+26.6pp |
| Annual return | 14.67% | 16.23%-1.6pp | 87.63%-73.0pp | 20.87%-6.2pp |
| Employer contribution / active EE | $4,628 | $3,424+35.2% | $2,761+67.6% | $2,310+100.3% |
| Participant deferral / active EE | $4,186 | $3,361+24.5% | $3,330+25.7% | $3,537+18.4% |
| Admin fee / account holder | $57 | $48+19.0% | $3,601-98.4% | $97-41.4% |