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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INS AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $35,363 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST · IRVINE, CA 926147227 | Advisory (Plan) | $13,500 |
PLANCHEC(K) CPAS LLC2 years Filed as: PLANCHEC(K) CPAS Service code 10 · EIN 84-2614035 501 MORRISON RD. · GAHANNA, OH 432303314 | Accounting | $10,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $144,511-100.0% | $67,575-100.0% | - |
| Participation rate | 0.0% | 69.6%-69.6pp | 72.9%-72.9pp | - |
| Annual return | 11.88% | 20.85%-9.0pp | 3528.98%-3517.1pp | - |
| Employer contribution / active EE | $0 | $2,331-100.0% | $2,736-100.0% | - |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,003-100.0% | - |
| Admin fee / account holder | $0 | $8,271-100.0% | $3,993-100.0% | - |