Filed August 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $157,484 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 28 · EIN 33-0818667 | Investment Management | $65,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,445 | $120,057+49.5% | $75,728+137.0% | $93,010+92.9% |
| Participation rate | 93.6% | 77.3%+16.3pp | 74.8%+18.8pp | 73.9%+19.7pp |
| Annual return | 12.98% | 19.62%-6.6pp | 104.66%-91.7pp | 158.70%-145.7pp |
| Employer contribution / active EE | $2,758 | $3,253-15.2% | $2,743+0.6% | $2,705+2.0% |
| Participant deferral / active EE | $3,309 | $4,089-19.1% | $3,820-13.4% | $4,561-27.5% |
| Admin fee / account holder | $93 | $81+13.8% | $3,620-97.4% | $152-38.9% |