Filed August 7, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $111,611 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 28 · EIN 33-0818667 | Investment Management | $54,485 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $25,275 |
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 | $142,213 | $204,517-30.5% | $69,480+104.7% | $77,775+82.9% |
| Participation rate | 98.4% | 74.6%+23.8pp | 74.6%+23.8pp | 73.2%+25.2pp |
| Annual return | 18.22% | 22.10%-3.9pp | 28.99%-10.8pp | 32.58%-14.4pp |
| Employer contribution / active EE | $4,534 | $3,548+27.8% | $2,780+63.1% | $2,504+81.1% |
| Participant deferral / active EE | $3,555 | $3,478+2.2% | $3,537+0.5% | $3,966-10.4% |
| Admin fee / account holder | $33 | $101-67.2% | $3,840-99.1% | $100-67.1% |