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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $7,956 |
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $6,282 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,830 | $55,457+29.5% | $77,361-7.2% | $94,015-23.6% |
| Participation rate | 90.2% | 69.8%+20.4pp | 75.0%+15.3pp | 70.8%+19.4pp |
| Annual return | 9.24% | 15.57%-6.3pp | 1011.54%-1002.3pp | 17.84%-8.6pp |
| Employer contribution / active EE | $3,443 | $2,255+52.7% | $2,990+15.1% | $2,790+23.4% |
| Participant deferral / active EE | $3,622 | $3,069+18.0% | $3,911-7.4% | $4,249-14.8% |
| Admin fee / account holder | $106 | $4,334-97.6% | $5,894-98.2% | $8,951-98.8% |