Filed August 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $118,279 |
SAGEVIEW ADVISORY GROUP, LLC9+ 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 | $169,194 | $105,179+60.9% | $64,110+163.9% | $80,187+111.0% |
| Participation rate | 87.2% | 73.5%+13.7pp | 72.3%+14.9pp | 72.9%+14.3pp |
| Annual return | 15.33% | 20.34%-5.0pp | 33.75%-18.4pp | 40.40%-25.1pp |
| Employer contribution / active EE | $3,919 | $3,311+18.4% | $2,751+42.5% | $2,980+31.5% |
| Participant deferral / active EE | $3,391 | $4,020-15.7% | $3,883-12.7% | $5,016-32.4% |
| Admin fee / account holder | $76 | $113-32.6% | $3,071-97.5% | $145-47.4% |