Filed June 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 · EIN 33-0818667 | Investment Management | $5,128 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,422 | $74,552+85.7% | $63,018+119.7% | $69,631+98.8% |
| Participation rate | 96.4% | 78.3%+18.2pp | 74.8%+21.6pp | 70.7%+25.7pp |
| Annual return | 15.37% | 15.77%-0.4pp | 87.62%-72.3pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $5,476 | $2,929+86.9% | $2,761+98.3% | $2,032+169.5% |
| Participant deferral / active EE | $2,698 | $2,974-9.3% | $3,330-19.0% | $3,224-16.3% |
| Admin fee / account holder | $10 | $59-83.6% | $3,601-99.7% | $110-91.2% |