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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 | $50,554+42.1% | $67,681+6.1% | $87,485-17.9% |
| Participation rate | 90.2% | 67.7%+22.5pp | 73.7%+16.5pp | 68.9%+21.3pp |
| Annual return | 9.24% | 17.81%-8.6pp | 590.58%-581.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $3,443 | $1,988+73.1% | $2,678+28.5% | $2,596+32.6% |
| Participant deferral / active EE | $3,622 | $2,961+22.3% | $3,976-8.9% | $4,274-15.2% |
| Admin fee / account holder | $106 | $4,132-97.4% | $6,100-98.3% | $7,775-98.6% |