Filed September 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 99 · EIN 33-0818667 4000 MACARTHUR BLVD, STE 1050 · NEWPORT BEACH, CA 92660 | Other Fees | $27,065 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Other Fees | $12,573 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,201 | $91,695+9.3% | $67,575+48.3% | $77,736+28.9% |
| Participation rate | 91.9% | 76.0%+15.9pp | 72.9%+19.0pp | 70.6%+21.3pp |
| Annual return | 11.53% | 14.88%-3.3pp | 3528.98%-3517.4pp | 31.26%-19.7pp |
| Employer contribution / active EE | $4,272 | $3,189+33.9% | $2,736+56.2% | $2,728+56.6% |
| Participant deferral / active EE | $4,721 | $3,912+20.7% | $4,003+17.9% | $4,651+1.5% |
| Admin fee / account holder | $372 | $245+52.0% | $3,993-90.7% | $433-14.2% |