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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC O Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $26,318 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD., STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $21,153 |
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 | $61,773 | $48,314+27.9% | $67,561-8.6% | $80,925-23.7% |
| Participation rate | 99.0% | 66.4%+32.6pp | 72.9%+26.1pp | 67.7%+31.3pp |
| Annual return | 11.82% | 18.28%-6.5pp | 3525.44%-3513.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $7,245 | $2,022+258.3% | $2,735+164.9% | $2,756+162.9% |
| Participant deferral / active EE | $4,039 | $2,927+38.0% | $4,003+0.9% | $4,299-6.0% |
| Admin fee / account holder | $218 | $3,690-94.1% | $4,006-94.6% | $6,940-96.9% |