Filed February 17, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $212,710 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 17 · EIN 33-0818667 | Pension Consulting | $82,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,403 | $53,216+96.2% | $155,534-32.9% | $199,960-47.8% |
| Participation rate | 63.6% | 64.1%-0.5pp | 78.2%-14.6pp | 72.0%-8.4pp |
| Annual return | 11.90% | 41.18%-29.3pp | 64.92%-53.0pp | 34.28%-22.4pp |
| Employer contribution / active EE | $2,270 | $1,848+22.8% | $4,675-51.5% | $3,036-25.2% |
| Participant deferral / active EE | $5,165 | $3,164+63.3% | $5,630-8.3% | $5,087+1.5% |
| Admin fee / account holder | $173 | $186-6.9% | $15,900-98.9% | $269-35.8% |