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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,504 |
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $29,568 |
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 | $114,407 | $65,582+74.4% | $64,097+78.5% | $71,529+59.9% |
| Participation rate | 97.5% | 73.2%+24.3pp | 72.3%+25.2pp | 67.9%+29.6pp |
| Annual return | 17.48% | 18.96%-1.5pp | 33.75%-16.3pp | 28.97%-11.5pp |
| Employer contribution / active EE | $7,072 | $2,671+164.8% | $2,750+157.2% | $2,590+173.1% |
| Participant deferral / active EE | $7,744 | $3,628+113.4% | $3,881+99.5% | $4,291+80.4% |
| Admin fee / account holder | $103 | $616-83.3% | $3,070-96.7% | $1,588-93.5% |