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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD., STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $25,957 |
TIAA2 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC O Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $25,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,933 | $64,705+8.1% | $62,929+11.1% | $67,986+2.9% |
| Participation rate | 98.0% | 65.6%+32.4pp | 73.1%+24.9pp | 57.2%+40.8pp |
| Annual return | 15.87% | 20.31%-4.4pp | 1063.93%-1048.1pp | 31.67%-15.8pp |
| Employer contribution / active EE | $7,608 | $2,376+220.2% | $2,505+203.8% | $2,019+276.9% |
| Participant deferral / active EE | $3,708 | $3,198+16.0% | $3,888-4.6% | $3,358+10.4% |
| Admin fee / account holder | $225 | $1,428-84.2% | $5,065-95.5% | $3,203-93.0% |