Filed August 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $159,517 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 28 · EIN 33-0818667 | Investment Management | $48,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,728 | $98,780+53.6% | $60,919+149.1% | $77,906+94.8% |
| Participation rate | 92.8% | 76.7%+16.1pp | 73.1%+19.7pp | 73.7%+19.1pp |
| Annual return | -12.74% | -11.56%-1.2pp | 16.98%-29.7pp | 12.16%-24.9pp |
| Employer contribution / active EE | $4,002 | $3,605+11.0% | $2,704+48.0% | $2,846+40.6% |
| Participant deferral / active EE | $3,389 | $4,200-19.3% | $3,814-11.2% | $4,805-29.5% |
| Admin fee / account holder | $87 | $89-1.6% | $3,226-97.3% | $133-34.2% |