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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $26,690 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD., STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $7,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,828 | $60,989-8.5% | $60,874-8.3% | $66,914-16.6% |
| Participation rate | 63.6% | 74.5%-10.8pp | 73.1%-9.5pp | 69.8%-6.2pp |
| Annual return | -15.67% | -9.60%-6.1pp | 16.90%-32.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $4,182 | $2,661+57.2% | $2,701+54.8% | $2,544+64.4% |
| Participant deferral / active EE | $2,867 | $3,615-20.7% | $3,817-24.9% | $4,237-32.3% |
| Admin fee / account holder | $178 | $338-47.5% | $3,224-94.5% | $593-70.1% |