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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $25,690 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD., STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $17,603 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,639 | $65,582-21.3% | $64,097-19.4% | $71,529-27.8% |
| Participation rate | 81.3% | 73.2%+8.1pp | 72.3%+8.9pp | 67.9%+13.3pp |
| Annual return | 16.77% | 18.96%-2.2pp | 33.75%-17.0pp | 28.97%-12.2pp |
| Employer contribution / active EE | $6,662 | $2,671+149.4% | $2,750+142.2% | $2,590+157.2% |
| Participant deferral / active EE | $3,249 | $3,628-10.5% | $3,881-16.3% | $4,291-24.3% |
| Admin fee / account holder | $191 | $616-69.1% | $3,070-93.8% | $1,588-88.0% |