Filed October 27, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $6,473 |
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,052 |
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 | $30,679 | $69,708-56.0% | $67,560-54.6% | $74,478-58.8% |
| Participation rate | 96.3% | 71.4%+24.8pp | 72.9%+23.3pp | 67.2%+29.0pp |
| Annual return | 11.08% | -40.67%+51.7pp | 3533.50%-3522.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $1,158 | $2,715-57.4% | $2,737-57.7% | $2,626-55.9% |
| Participant deferral / active EE | $2,827 | $3,637-22.3% | $4,004-29.4% | $4,350-35.0% |
| Admin fee / account holder | $59 | $887-93.3% | $3,994-98.5% | $1,946-96.9% |