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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $7,650 |
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $2,190 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,417 | $48,327+39.5% | $67,575-0.2% | $80,935-16.7% |
| Participation rate | 98.8% | 66.4%+32.4pp | 72.9%+25.9pp | 67.7%+31.1pp |
| Annual return | 15.06% | 18.31%-3.3pp | 3528.98%-3513.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,349 | $2,022+65.6% | $2,736+22.4% | $2,757+21.5% |
| Participant deferral / active EE | $3,346 | $2,927+14.3% | $4,003-16.4% | $4,299-22.2% |
| Admin fee / account holder | $70 | $3,692-98.1% | $3,993-98.2% | $6,924-99.0% |