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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 | $48,011+49.6% | $63,803+12.6% | $82,637-13.1% |
| Participation rate | 90.2% | 66.6%+23.7pp | 72.7%+17.5pp | 68.1%+22.2pp |
| Annual return | 9.24% | 19.84%-10.6pp | 543.72%-534.5pp | 53.51%-44.3pp |
| Employer contribution / active EE | $3,443 | $1,904+80.9% | $2,532+35.9% | $2,552+34.9% |
| Participant deferral / active EE | $3,622 | $2,846+27.2% | $3,843-5.8% | $4,126-12.2% |
| Admin fee / account holder | $106 | $3,873-97.3% | $5,196-98.0% | $7,339-98.6% |