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| 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 | $48,337+27.8% | $67,560-8.6% | $80,959-23.7% |
| Participation rate | 99.0% | 66.4%+32.5pp | 72.9%+26.0pp | 67.7%+31.3pp |
| Annual return | 11.82% | 18.26%-6.4pp | 3533.50%-3521.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $7,245 | $2,023+258.2% | $2,737+164.7% | $2,757+162.8% |
| Participant deferral / active EE | $4,039 | $2,928+37.9% | $4,004+0.9% | $4,300-6.1% |
| Admin fee / account holder | $218 | $3,695-94.1% | $3,994-94.5% | $6,925-96.9% |