Filed August 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 28 · EIN 33-0818667 | Investment Management | $65,000 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $29,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,080 |
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 | $125,487 | $87,173+44.0% | $59,899+109.5% | $75,289+66.7% |
| Participation rate | 97.8% | 74.5%+23.3pp | 74.7%+23.1pp | 72.4%+25.3pp |
| Annual return | -3.35% | -2.14%-1.2pp | 3.46%-6.8pp | -0.04%-3.3pp |
| Employer contribution / active EE | $4,527 | $3,473+30.3% | $2,723+66.2% | $2,405+88.2% |
| Participant deferral / active EE | $3,485 | $3,379+3.1% | $3,403+2.4% | $3,739-6.8% |
| Admin fee / account holder | $42 | $75-44.2% | $3,592-98.8% | $102-59.2% |