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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $136,778 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 28 · EIN 33-0818667 | Investment Management | $81,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,354 | $113,568+55.3% | $67,560+161.0% | $200,096-11.9% |
| Participation rate | 65.7% | 73.3%-7.6pp | 72.9%-7.2pp | 72.0%-6.3pp |
| Annual return | 12.22% | 15.88%-3.7pp | 3533.50%-3521.3pp | 34.26%-22.0pp |
| Employer contribution / active EE | $3,051 | $3,409-10.5% | $2,737+11.5% | $3,038+0.5% |
| Participant deferral / active EE | $2,576 | $4,163-38.1% | $4,004-35.7% | $5,090-49.4% |
| Admin fee / account holder | $87 | $102-14.9% | $3,994-97.8% | $269-67.7% |