Filed June 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,548 |
FOLEY & LARDNER LLP1 year Service code 29 777 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Legal | $21,273 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 27 4000 MACAUTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $19,517 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,943 | $79,151+95.8% | $60,906+154.4% | $64,819+139.0% |
| Participation rate | 87.5% | 77.7%+9.8pp | 73.1%+14.5pp | 71.5%+16.1pp |
| Annual return | -10.89% | -7.12%-3.8pp | 16.94%-27.8pp | 32.84%-43.7pp |
| Employer contribution / active EE | $3,197 | $3,052+4.8% | $2,703+18.3% | $2,507+27.5% |
| Participant deferral / active EE | $3,283 | $3,727-11.9% | $3,814-13.9% | $4,311-23.8% |
| Admin fee / account holder | $75 | $106-29.3% | $3,227-97.7% | $188-60.2% |